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
$17.6B
AUM Growth
+$1.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$149M
2
+$97.5M
3
+$96.9M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$75.2M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$44.6M

Top Sells

1
+$11.1M
2
+$8.08M
3
+$6.69M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$5.97M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$5.97M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$325K ﹤0.01%
2,818
-4,125
102
$323K ﹤0.01%
2,254
-10
103
$319K ﹤0.01%
4,296
-622
104
$315K ﹤0.01%
11,193
+2,672
105
$314K ﹤0.01%
2,725
+849
106
$309K ﹤0.01%
4,398
-58
107
$265K ﹤0.01%
2,890
+423
108
$260K ﹤0.01%
14,673
+1,626
109
$244K ﹤0.01%
+10,190
110
$244K ﹤0.01%
2,989
-9
111
$212K ﹤0.01%
6,910
+115
112
– –
-6,362
113
– –
-2,065
1 2 3 4
5