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
376
$11K 0.01%
354
377
$10K 0.01%
37
378
$10K 0.01%
175
379
$10K 0.01%
252
380
$10K 0.01%
160
381
$10K 0.01%
251
382
$10K 0.01%
175
+2
383
$10K 0.01%
1,756
384
$10K 0.01%
111
385
$10K 0.01%
26
386
$10K 0.01%
300
387
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36
388
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81
389
$9K 0.01%
57
390
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391
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4
392
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29
393
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394
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54
395
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68
396
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313
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397
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138
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$9K 0.01%
117
-47
399
$9K 0.01%
353
400
$9K 0.01%
386
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16
17 18