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
351
$12K 0.01%
309
352
$12K 0.01%
121
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64
354
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41
355
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186
356
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75
357
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19
358
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41
+20
359
$12K 0.01%
207
360
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105
361
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211
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362
$12K 0.01%
57
363
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52
364
$12K 0.01%
669
365
$11K 0.01%
73
366
$11K 0.01%
96
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367
$11K 0.01%
590
368
$11K 0.01%
228
369
$11K 0.01%
609
370
$11K 0.01%
72
371
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369
372
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373
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30
374
$11K 0.01%
73
375
$11K 0.01%
69
13 14
15
16 17