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
26
$800K 0.72%
+29,670
27
$701K 0.63%
21,611
28
$689K 0.62%
22,949
+173
29
$641K 0.57%
21,206
30
$615K 0.55%
11,123
+4,563
31
$613K 0.55%
1,549
+419
32
$597K 0.53%
1,517
+295
33
$551K 0.49%
5,415
+1,273
34
$547K 0.49%
2,021
+123
35
$541K 0.48%
13,684
-532
36
$524K 0.47%
2,351
+216
37
$472K 0.42%
4,459
+815
38
$470K 0.42%
18,060
+18,000
39
$435K 0.39%
3,560
40
$433K 0.39%
1,006
+2
41
$424K 0.38%
6,682
+1,661
42
$406K 0.36%
8,487
+38
43
$391K 0.35%
7,867
+32
44
$388K 0.35%
8,228
+48
45
$380K 0.34%
3,419
+7
46
$357K 0.32%
5,569
-113
47
$350K 0.31%
4,226
+302
48
$345K 0.31%
2,096
+124
49
$333K 0.3%
2,141
+11
50
$330K 0.3%
931
+427
1
2
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