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
326
$14K 0.01%
67
327
$14K 0.01%
71
328
$14K 0.01%
56
329
$14K 0.01%
466
330
$14K 0.01%
192
331
$14K 0.01%
+200
332
$14K 0.01%
299
333
$13K 0.01%
213
+2
334
$13K 0.01%
55
335
$13K 0.01%
496
336
$13K 0.01%
220
337
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78
338
$13K 0.01%
108
339
$13K 0.01%
205
+2
340
$13K 0.01%
85
341
$13K 0.01%
243
342
$13K 0.01%
173
343
$13K 0.01%
143
344
$13K 0.01%
26
345
$13K 0.01%
1,033
+12
346
$13K 0.01%
101
347
$13K 0.01%
408
348
$13K 0.01%
87
349
$13K 0.01%
80
350
$12K 0.01%
309
12 13
14
15 16