BMD

Better Money Decisions Portfolio holdings

AUM $165M
1-Year Est. Return 9.58%
This Quarter Est. Return
1 Year Est. Return
+9.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
623
New
Increased
Reduced
Closed

Top Buys

1
+$834K
2
+$800K
3
+$639K
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$524K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$468K

Top Sells

1
+$53.7K
2
+$28.9K
3
+$21K
4
PG icon
Procter & Gamble
PG
+$15.3K
5
IYW icon
iShares US Technology ETF
IYW
+$9.44K

Sector Composition

1 Technology 4.2%
2 Consumer Discretionary 2.02%
3 Financials 1.67%
4 Healthcare 1.46%
5 Communication Services 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$27K 0.02%
1,390
227
$27K 0.02%
671
+6
228
$26K 0.02%
226
+101
229
$26K 0.02%
303
230
$26K 0.02%
256
231
$26K 0.02%
94
-5
232
$26K 0.02%
107
233
$26K 0.02%
282
+120
234
$26K 0.02%
331
+1
235
$25K 0.02%
250
236
$25K 0.02%
70
237
$25K 0.02%
697
238
$25K 0.02%
321
239
$24K 0.02%
+279
240
$24K 0.02%
637
241
$24K 0.02%
179
242
$24K 0.02%
107
243
$24K 0.02%
635
+5
244
$24K 0.02%
108
245
$24K 0.02%
197
246
$23K 0.02%
357
247
$23K 0.02%
976
248
$23K 0.02%
175
+120
249
$23K 0.02%
118
-43
250
$23K 0.02%
309
8 9
10
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