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
$123M
AUM Growth
+$4.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$958K
3
+$531K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$447K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$375K

Top Sells

1
+$5.83M
2
+$275K
3
+$224K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$221K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$137K

Sector Composition

1 Technology 3.5%
2 Consumer Discretionary 0.85%
3 Communication Services 0.6%
4 Consumer Staples 0.53%
5 Financials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$902K 0.74%
9,054
-696
27
$842K 0.69%
33,170
+453
28
$835K 0.68%
2,452
-247
29
$799K 0.65%
17,162
+3,918
30
$705K 0.58%
25,981
-1,814
31
$694K 0.57%
7,082
-1,399
32
$676K 0.55%
6,205
+4
33
$636K 0.52%
1,436
+145
34
$596K 0.49%
12,839
+3,716
35
$526K 0.43%
1,181
-6
36
$451K 0.37%
2,867
37
$445K 0.36%
5,891
-2,918
38
$445K 0.36%
12,711
+355
39
$429K 0.35%
13,101
-2,742
40
$393K 0.32%
13,366
+121
41
$392K 0.32%
3,274
+100
42
$366K 0.3%
3,451
+9
43
$351K 0.29%
1,028
+86
44
$343K 0.28%
4,055
+6
45
$342K 0.28%
776
+14
46
$340K 0.28%
631
+40
47
$328K 0.27%
8,015
+90
48
$314K 0.26%
5,206
49
$313K 0.25%
1,420
+25
50
$309K 0.25%
8,601
+44
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3