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
$126M
AUM Growth
+$5.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$827K
3
+$463K
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$398K
5
ESG icon
FlexShares STOXX US ESG Select Index Fund
ESG
+$380K

Top Sells

1
+$3.45M
2
+$1.66M
3
+$515K
4
IGRO icon
iShares International Dividend Growth ETF
IGRO
+$391K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$379K

Sector Composition

1 Technology 3.85%
2 Consumer Discretionary 1.21%
3 Communication Services 1.06%
4 Financials 0.99%
5 Consumer Staples 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.02M 0.81%
3,772
+12
27
$962K 0.76%
1,830
+641
28
$919K 0.73%
23,472
-6
29
$829K 0.66%
6,136
+4
30
$714K 0.57%
3,911
-989
31
$702K 0.56%
14,974
-659
32
$689K 0.55%
21,564
-900
33
$657K 0.52%
7,270
+330
34
$611K 0.48%
3,048
+1,345
35
$604K 0.48%
14,695
-3
36
$586K 0.47%
3,884
+185
37
$568K 0.45%
1,086
+433
38
$497K 0.39%
3,150
+188
39
$480K 0.38%
17,437
+153
40
$474K 0.38%
12,187
+436
41
$466K 0.37%
767
-9
42
$462K 0.37%
4,955
+12
43
$437K 0.35%
3,479
+7
44
$426K 0.34%
1,014
-14
45
$380K 0.3%
+3,000
46
$371K 0.29%
+3,957
47
$363K 0.29%
1,397
+346
48
$343K 0.27%
1,373
+108
49
$326K 0.26%
+2,491
50
$319K 0.25%
5,208
1
2
3