BMD
Better Money Decisions Portfolio holdings
AUM
$165M
1-Year Return
9.58%
This Quarter Return
-10.7%
1 Year Return
+9.58%
3 Year Return
+32.75%
5 Year Return
–
10 Year Return
–
AUM
$118M
AUM Growth
+$11.4M
(+11%)
Cap. Flow
+$22.9M
Cap. Flow
% of AUM
19.41%
Top 10 Holdings %
Top 10 Hldgs %
59.69%
Holding
490
New
430
Increased
39
Reduced
12
Closed
1
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
+$2.98M |
| 2 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$1.21M |
| 3 |
Schwab US TIPS ETF
SCHP
|
+$1.13M |
| 4 |
Apple
AAPL
|
+$679K |
| 5 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
+$667K |
Top Sells
Sector Composition
| 1 | Technology | 3.49% |
| 2 | Consumer Staples | 1.31% |
| 3 | Financials | 1.1% |
| 4 | Consumer Discretionary | 1.06% |
| 5 | Healthcare | 0.88% |
