BMD

Better Money Decisions Portfolio holdings

AUM $165M
1-Year Est. Return 9.58%
This Fund
S&P 500
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
+$841K
2
+$788K
3
+$638K
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$509K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$460K

Top Sells

1
+$53K
2
+$29.5K
3
+$21K
4
PG icon
Procter & Gamble
PG
+$16.5K
5
IYW icon
iShares US Technology ETF
IYW
+$8.86K

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
301
$16K 0.01%
84
302
$16K 0.01%
259
+21
303
$16K 0.01%
+200
304
$16K 0.01%
90
305
$16K 0.01%
269
+50
306
$16K 0.01%
183
307
$16K 0.01%
+600
308
$15K 0.01%
28
309
$15K 0.01%
202
310
$15K 0.01%
135
311
$15K 0.01%
832
312
$15K 0.01%
198
313
$15K 0.01%
79
314
$15K 0.01%
1,215
315
$15K 0.01%
430
316
$15K 0.01%
379
+2
317
$14K 0.01%
71
318
$14K 0.01%
56
319
$14K 0.01%
466
320
$14K 0.01%
192
321
$14K 0.01%
299
322
$14K 0.01%
320
+2
323
$14K 0.01%
+500
324
$14K 0.01%
75
325
$14K 0.01%
+200
11 12
13
14 15