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
$112M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
623
New
Increased
Reduced
Closed

Top Buys

1 +$834K
2 +$800K
3 +$639K
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$524K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$468K

Top Sells

1 +$53.7K
2 +$28.9K
3 +$21K
4
PG icon
Procter & Gamble
PG
+$15.3K
5
IYW icon
iShares US Technology ETF
IYW
+$9.44K

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%
62
477
$6K 0.01%
68
478
$6K 0.01%
25
479
$6K 0.01%
42
480
$5K ﹤0.01%
396
481
$5K ﹤0.01%
49
482
$5K ﹤0.01%
16
483
$5K ﹤0.01%
61
484
$5K ﹤0.01%
+100
485
$5K ﹤0.01%
42
486
$5K ﹤0.01%
104
487
$5K ﹤0.01%
83
488
$5K ﹤0.01%
+114
489
$5K ﹤0.01%
57
490
$5K ﹤0.01%
34
491
$5K ﹤0.01%
21
492
$5K ﹤0.01%
85
493
$5K ﹤0.01%
23
494
$5K ﹤0.01%
39
495
$5K ﹤0.01%
108
496
$5K ﹤0.01%
430
497
$5K ﹤0.01%
28
498
$5K ﹤0.01%
172
499
$5K ﹤0.01%
24
+1
500
$5K ﹤0.01%
117