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
501
$5K ﹤0.01%
28
502
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503
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24
+1
504
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154
505
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50
506
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507
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123
508
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23
509
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1,251
510
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71
511
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89
512
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654
513
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17
516
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490
517
$5K ﹤0.01%
31
518
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143
519
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663
520
$4K ﹤0.01%
88
521
$4K ﹤0.01%
355
522
$4K ﹤0.01%
135
523
$4K ﹤0.01%
47
524
$4K ﹤0.01%
52
525
$4K ﹤0.01%
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22 23