BMD

Better Money Decisions Portfolio holdings

AUM $165M
1-Year Est. Return 9.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
623
New
Increased
Reduced
Closed

Top Buys

1
+$841K
2
+$788K
3
+$638K
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$509K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$460K

Top Sells

1
+$53K
2
+$29.5K
3
+$21K
4
PG icon
Procter & Gamble
PG
+$16.5K
5
IYW icon
iShares US Technology ETF
IYW
+$8.86K

Sector Composition

1 Technology 4.2%
2 Consumer Discretionary 2.02%
3 Financials 1.67%
4 Healthcare 1.46%
5 Communication Services 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$6K 0.01%
552
477
$6K 0.01%
185
478
$6K 0.01%
113
479
$6K 0.01%
221
+3
480
$5K ﹤0.01%
31
481
$5K ﹤0.01%
396
482
$5K ﹤0.01%
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483
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16
484
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61
485
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+100
486
$5K ﹤0.01%
42
487
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104
488
$5K ﹤0.01%
83
489
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+114
490
$5K ﹤0.01%
57
491
$5K ﹤0.01%
34
492
$5K ﹤0.01%
21
493
$5K ﹤0.01%
85
494
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$5K ﹤0.01%
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496
$5K ﹤0.01%
108
497
$5K ﹤0.01%
430
498
$5K ﹤0.01%
28
499
$5K ﹤0.01%
9
500
$5K ﹤0.01%
24
+1
18 19
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