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
101
$375K ﹤0.01%
6,165
+183
102
$361K ﹤0.01%
8,712
-580
103
$353K ﹤0.01%
10,246
-218
104
$350K ﹤0.01%
2,767
-828
105
$344K ﹤0.01%
5,328
-64
106
$333K ﹤0.01%
1,503
-113
107
$323K ﹤0.01%
1,726
-942
108
$315K ﹤0.01%
1,891
+1
109
$261K ﹤0.01%
2,850
+51
110
$233K ﹤0.01%
2,339
111
$215K ﹤0.01%
+2,820
112
$208K ﹤0.01%
+11,271
113
– –
-1,731
114
– –
-6,601
115
– –
-5,115
116
– –
-5,136
117
– –
-2,091
1 2 3 4
5