Betterment LLC

Betterment LLC Portfolio holdings

AUM $50.6B
1-Year Est. Return 11.02%
This Quarter Est. Return
1 Year Est. Return
+11.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$20.4B
AUM Growth
+$1.58B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$125M
2
+$83.8M
3
+$68.5M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$67M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$64.2M

Top Sells

1
+$54.8M
2
+$39.7M
3
+$17.7M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$14.3M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$12.9M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.41M 0.01%
6,540
+309
77
$1.31M 0.01%
74,332
+2,228
78
$1.3M 0.01%
18,411
-589
79
$1.28M 0.01%
33,163
+7,519
80
$1.19M 0.01%
15,124
-2,036
81
$1.12M 0.01%
39,974
-3,626
82
$1.08M 0.01%
22,306
-1,888
83
$967K ﹤0.01%
17,766
-355
84
$938K ﹤0.01%
47,126
-2,789
85
$936K ﹤0.01%
30,215
+1,466
86
$846K ﹤0.01%
11,352
-416
87
$728K ﹤0.01%
13,387
+68
88
$718K ﹤0.01%
8,868
+22
89
$714K ﹤0.01%
33,672
+5,857
90
$648K ﹤0.01%
1,935
-26
91
$580K ﹤0.01%
15,905
+14
92
$574K ﹤0.01%
10,997
+27
93
$537K ﹤0.01%
29,604
-1,378
94
$526K ﹤0.01%
3,221
+56
95
$511K ﹤0.01%
8,544
+101
96
$489K ﹤0.01%
3,798
+2,029
97
$487K ﹤0.01%
15,806
-1,193
98
$481K ﹤0.01%
6,368
-794
99
$473K ﹤0.01%
34,601
-4,151
100
$453K ﹤0.01%
8,139
-2,557
1 2 3
4
5