Betterment LLC

Betterment LLC Portfolio holdings

AUM $52.5B
1-Year Est. Return 15.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.93%
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
+$232M
2
+$228M
3
+$92.1M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$79.5M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$73.6M

Top Sells

1
+$141M
2
+$108M
3
+$60.2M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$41.6M
5
BND icon
Vanguard Total Bond Market
BND
+$12.1M

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