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
$133M
AUM Growth
+$6.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$858K
2
+$706K
3
+$687K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$675K
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$565K

Top Sells

1
+$326K
2
+$211K
3
+$119K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$89.6K
5
AMZN icon
Amazon
AMZN
+$61.8K

Sector Composition

1 Technology 4.48%
2 Consumer Discretionary 1.18%
3 Communication Services 1.08%
4 Financials 0.9%
5 Consumer Staples 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.07M 0.81%
28,297
+4,825
27
$1.01M 0.76%
1,852
+22
28
$1M 0.76%
3,775
+3
29
$998K 0.75%
9,355
-89
30
$924K 0.7%
6,139
+3
31
$728K 0.55%
15,650
+676
32
$695K 0.52%
3,814
-70
33
$685K 0.52%
21,239
-325
34
$639K 0.48%
16,147
+1,452
35
$624K 0.47%
3,420
-491
36
$573K 0.43%
2,833
-215
37
$565K 0.43%
1,039
-47
38
$554K 0.42%
19,308
+1,871
39
$516K 0.39%
13,642
+1,455
40
$485K 0.36%
3,099
-51
41
$480K 0.36%
4,971
+16
42
$468K 0.35%
693
-74
43
$416K 0.31%
3,486
+7
44
$412K 0.31%
1,014
45
$386K 0.29%
3,966
+9
46
$386K 0.29%
3,010
+10
47
$332K 0.25%
5,208
48
$329K 0.25%
1,357
-16
49
$327K 0.25%
1,221
-176
50
$309K 0.23%
363
-65
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2
3