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
251
$23K 0.02%
93
252
$23K 0.02%
1,070
253
$22K 0.02%
159
254
$22K 0.02%
531
+3
255
$22K 0.02%
90
256
$21K 0.02%
285
+1
257
$21K 0.02%
641
+2
258
$21K 0.02%
300
+252
259
$21K 0.02%
242
+1
260
$21K 0.02%
178
+1
261
$21K 0.02%
313
262
$21K 0.02%
101
+51
263
$21K 0.02%
399
264
$21K 0.02%
462
265
$21K 0.02%
193
+3
266
$20K 0.02%
445
267
$20K 0.02%
600
268
$20K 0.02%
301
+94
269
$20K 0.02%
155
270
$20K 0.02%
209
+1
271
$20K 0.02%
813
272
$20K 0.02%
653
273
$20K 0.02%
563
274
$19K 0.02%
412
275
$19K 0.02%
+291
9 10
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