BMD
Better Money Decisions Portfolio holdings
AUM
$165M
1-Year Return
9.58%
This Quarter Return
+4.53%
1 Year Return
+9.58%
3 Year Return
+32.75%
5 Year Return
–
10 Year Return
–
AUM
$119M
AUM Growth
-$2.55M
(-2.1%)
Cap. Flow
-$7.14M
Cap. Flow
% of AUM
-6.01%
Top 10 Holdings %
Top 10 Hldgs %
68.15%
Holding
642
New
2
Increased
29
Reduced
29
Closed
576
Top Buys
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$2.89M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
+$2.12M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.87M |
| 4 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
+$1.46M |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$1.31M |
Top Sells
| 1 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$763K |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
+$727K |
| 3 |
Vanguard ESG US Stock ETF
ESGV
|
+$710K |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$508K |
| 5 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$382K |
Sector Composition
| 1 | Technology | 3.52% |
| 2 | Consumer Discretionary | 0.99% |
| 3 | Consumer Staples | 0.74% |
| 4 | Communication Services | 0.55% |
| 5 | Financials | 0.46% |
