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
276
$19K 0.02%
165
277
$19K 0.02%
186
278
$19K 0.02%
267
279
$19K 0.02%
219
+1
280
$19K 0.02%
269
281
$18K 0.02%
110
282
$18K 0.02%
320
+2
283
$18K 0.02%
572
284
$17K 0.02%
238
285
$17K 0.02%
241
286
$17K 0.02%
405
287
$17K 0.02%
749
288
$17K 0.02%
144
289
$17K 0.02%
125
290
$17K 0.02%
1,006
291
$17K 0.02%
154
292
$17K 0.02%
125
293
$17K 0.02%
88
+1
294
$17K 0.02%
347
295
$17K 0.02%
1,744
296
$17K 0.02%
739
297
$16K 0.01%
144
+51
298
$16K 0.01%
414
299
$16K 0.01%
269
+50
300
$16K 0.01%
183
10 11
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