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
$115M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$7.05M
2
+$5.03M
3
+$2.34M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$903K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$346K

Top Sells

1
+$4.89M
2
+$3.23M
3
+$2.21M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.09M
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$203K

Sector Composition

1 Technology 2.57%
2 Consumer Discretionary 0.58%
3 Consumer Staples 0.55%
4 Healthcare 0.45%
5 Energy 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$973K 0.84%
14,774
+1,190
27
$915K 0.79%
9,664
-431
28
$902K 0.78%
5,941
+84
29
$869K 0.75%
18,370
+508
30
$812K 0.7%
32,325
+850
31
$808K 0.7%
8,332
-21,527
32
$683K 0.59%
21,682
33
$673K 0.58%
27,735
+17
34
$666K 0.58%
7,931
+2,517
35
$647K 0.56%
2,699
+114
36
$592K 0.51%
22,858
-188,782
37
$522K 0.45%
13,422
+13
38
$516K 0.45%
2,874
-268
39
$496K 0.43%
1,296
-88
40
$467K 0.41%
10,161
+1,647
41
$461K 0.4%
6,194
42
$420K 0.36%
1,094
-298
43
$386K 0.33%
13,145
+15
44
$376K 0.33%
12,241
-274
45
$354K 0.31%
5,567
+15
46
$344K 0.3%
4,198
-27
47
$331K 0.29%
3,432
48
$304K 0.26%
15,012
49
$291K 0.25%
10,375
50
$291K 0.25%
942
+8
1
2
3