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
$141M
AUM Growth
+$8.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$584K
3
+$376K
4
HYXF icon
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
+$360K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$336K

Top Sells

1
+$1.38M
2
+$1.05M
3
+$725K
4
SUSB icon
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
+$336K
5
XVV icon
iShares ESG Screened S&P 500 ETF
XVV
+$276K

Sector Composition

1 Technology 4.67%
2 Communication Services 1.27%
3 Consumer Discretionary 1.07%
4 Financials 0.98%
5 Consumer Staples 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.76%
9,218
-137
27
$1.08M 0.76%
3,815
+40
28
$1.07M 0.76%
2,475
-22
29
$946K 0.67%
1,639
-213
30
$932K 0.66%
6,146
+7
31
$812K 0.58%
19,473
+5,831
32
$770K 0.55%
18,205
+2,058
33
$698K 0.5%
20,354
-885
34
$684K 0.48%
3,452
+32
35
$650K 0.46%
20,964
+1,656
36
$642K 0.46%
3,044
+211
37
$636K 0.45%
3,834
+20
38
$617K 0.44%
12,766
-2,884
39
$596K 0.42%
1,038
-1
40
$593K 0.42%
1,035
+500
41
$584K 0.41%
12,334
+7,599
42
$562K 0.4%
793
+100
43
$467K 0.33%
3,172
+73
44
$467K 0.33%
3,494
+8
45
$467K 0.33%
1,014
46
$429K 0.3%
4,223
-748
47
$410K 0.29%
3,019
+9
48
$375K 0.27%
5,215
+7
49
$360K 0.26%
1,365
+8
50
$331K 0.23%
1,168
-53
1
2
3