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
$107M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$1.22M
3
+$1.2M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$697K
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$602K

Top Sells

1
+$8.43M
2
+$1.25M
3
+$890K
4
IYW icon
iShares US Technology ETF
IYW
+$662K
5
COST icon
Costco
COST
+$607K

Sector Composition

1 Technology 2.76%
2 Consumer Discretionary 0.81%
3 Financials 0.54%
4 Energy 0.47%
5 Communication Services 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$792K 0.74%
14,252
-6,681
27
$751K 0.7%
27,016
+7,293
28
$718K 0.67%
22,031
+420
29
$668K 0.63%
24,234
-5,365
30
$654K 0.61%
19,035
+783
31
$652K 0.61%
12,616
-1,194
32
$605K 0.57%
1,961
-55
33
$595K 0.56%
5,771
-6,416
34
$575K 0.54%
7,796
-705
35
$559K 0.52%
13,381
+8
36
$542K 0.51%
1,194
-1
37
$499K 0.47%
3,067
38
$437K 0.41%
967
39
$431K 0.4%
18,212
40
$426K 0.4%
1,870
-300
41
$416K 0.39%
12,133
-14,968
42
$377K 0.35%
4,196
-189
43
$368K 0.34%
7,925
+37
44
$362K 0.34%
3,432
-1
45
$360K 0.34%
1,021
46
$360K 0.34%
12,501
+2,280
47
$355K 0.33%
+11,008
48
$347K 0.33%
8,514
49
$345K 0.32%
2,480
-500
50
$330K 0.31%
910
-16
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2
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