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
$114M
AUM Growth
-$9.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$741K
3
+$565K
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$370K
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$248K

Top Sells

1
+$1.53M
2
+$1.47M
3
+$1M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$991K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$694K

Sector Composition

1 Technology 3.3%
2 Consumer Discretionary 0.89%
3 Communication Services 0.64%
4 Financials 0.52%
5 Consumer Staples 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$877K 0.77%
3,728
-466
27
$772K 0.68%
4,970
-1,433
28
$761K 0.67%
16,855
-307
29
$738K 0.65%
2,336
-116
30
$650K 0.57%
6,194
-11
31
$587K 0.52%
22,395
-3,586
32
$509K 0.45%
1,185
+4
33
$505K 0.44%
15,278
+2,567
34
$483K 0.43%
2,867
35
$436K 0.38%
5,802
-89
36
$428K 0.38%
3,274
37
$424K 0.37%
13,101
38
$396K 0.35%
13,505
+139
39
$360K 0.32%
1,028
40
$349K 0.31%
3,461
+10
41
$348K 0.31%
5,873
+1,480
42
$304K 0.27%
11,587
+3,106
43
$303K 0.27%
1,942
+644
44
$301K 0.26%
8,884
+339
45
$300K 0.26%
2,901
+150
46
$298K 0.26%
8,015
47
$293K 0.26%
776
48
$291K 0.26%
5,207
+1
49
$282K 0.25%
659
-777
50
$275K 0.24%
8,629
+28
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