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
$14.2B
AUM Growth
-$974M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$228M
2
+$214M
3
+$86.3M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$73.8M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$73.4M

Top Sells

1
+$131M
2
+$99.8M
3
+$61.2M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$41.3M
5
BND icon
Vanguard Total Bond Market
BND
+$12.2M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$225K ﹤0.01%
+1,667
102
$224K ﹤0.01%
+11,654
103
$219K ﹤0.01%
+2,548
104
$205K ﹤0.01%
2,236
-221
105
– –
-2,967
1 2 3 4
5