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Better Money Decisions Portfolio holdings
AUM
$165M
1-Year Est. Return
9.58%
This Fund
S&P 500
This Quarter
Est. Return
+3.95%
1 Year Est. Return
+9.58%
3 Year Est. Return
+32.75%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$96.9M
AUM Growth
–
Cap. Flow
+$96.2M
Cap. Flow
% of AUM
99.23%
Top 10 Holdings %
Top 10 Hldgs %
58.89%
Holding
572
New
571
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
+$11.8M |
| 2 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$9.43M |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$9.03M |
| 4 |
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
|
+$8.67M |
| 5 |
Vanguard Morningstar Small-Cap ETF
VB
|
+$4.08M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 4.24% |
| 2 | Consumer Discretionary | 2.17% |
| 3 | Financials | 1.71% |
| 4 | Healthcare | 1.51% |
| 5 | Communication Services | 1.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
526
Schwab International Equity ETF
SCHF
$68.1B
| $3K | ﹤0.01% |
+150
| New | +$2.8K |
|
527
SiriusXM
SIRI
$10.4B
| $3K | ﹤0.01% |
+51
| New | +$3.11K |
|
528
Suncor Energy
SU
$76.1B
| $3K | ﹤0.01% |
+164
| New | +$3.21K |
|
529
10x Genomics
TXG
$6.08B
| $3K | ﹤0.01% |
+15
| New | +$2.59K |
|
|
JBTM
530
JBT Marel
JBTM
$6.9B
| $3K | ﹤0.01% |
+22
| New | +$2.89K |
|
|
SUNL
531
DELISTED
Sunlight Financial Holdings, Inc.
SUNL
| $3K | ﹤0.01% |
+15
| New | +$3.51K |
|
532
Airbnb
ABNB
$89B
| $2K | ﹤0.01% |
+9
| New | +$1.67K |
|
533
Align Technology
ALGN
$12.4B
| $2K | ﹤0.01% |
+3
| New | +$1.66K |
|
534
Anika Therapeutics
ANIK
$262M
| $2K | ﹤0.01% |
+43
| New | +$1.63K |
|
535
Blackstone
BX
$110B
| $2K | ﹤0.01% |
+33
| New | +$2.28K |
|
536
Chewy
CHWY
$9.87B
| $2K | ﹤0.01% |
+25
| New | +$2.43K |
|
537
DoorDash
DASH
$88.2B
| $2K | ﹤0.01% |
+13
| New | +$2.18K |
|
538
Enbridge
ENB
$117B
| $2K | ﹤0.01% |
+50
| New | +$1.76K |
|
539
Guardant Health
GH
$21.4B
| $2K | ﹤0.01% |
+16
| New | +$2.42K |
|
540
HCA Healthcare
HCA
$86.8B
| $2K | ﹤0.01% |
+11
| New | +$1.94K |
|
541
Jack Henry & Associates
JKHY
$11.1B
| $2K | ﹤0.01% |
+12
| New | +$1.83K |
|
542
lululemon athletica
LULU
$14B
| $2K | ﹤0.01% |
+5
| New | +$1.64K |
|
543
MongoDB
MDB
$30.6B
| $2K | ﹤0.01% |
+7
| New | +$2.48K |
|
544
MarketAxess Holdings
MKTX
$5.71B
| $2K | ﹤0.01% |
+5
| New | +$2.67K |
|
545
Cloudflare
NET
$107B
| $2K | ﹤0.01% |
+29
| New | +$2.23K |
|
546
Transocean
RIG
$5.78B
| $2K | ﹤0.01% |
+560
| New | +$1.95K |
|
547
Construction Partners
ROAD
$6.03B
| $2K | ﹤0.01% |
+72
| New | +$2.17K |
|
548
Roper Technologies
ROP
$38.8B
| $2K | ﹤0.01% |
+5
| New | +$2.01K |
|
549
S&P Global
SPGI
$122B
| $2K | ﹤0.01% |
+6
| New | +$2K |
|
550
SS&C Technologies
SSNC
$19B
| $2K | ﹤0.01% |
+24
| New | +$1.62K |
|
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Better Money Decisions's Q1 2021 Portfolio in Review
Q1 2021 is the first quarter with a 13F filing on record for Better Money Decisions, which disclosed 572 positions worth $96.9M. Its ten largest holdings account for 59% of the portfolio.
Its largest position is iShares Core MSCI EAFE ETF: 165,215 shares worth $11.9M.
By sector, the portfolio is most concentrated in Technology at 4.2% of assets, followed by Consumer Discretionary and Financials.
- Better Money Decisions's largest Q1 2021 buy was iShares Core MSCI EAFE ETF: 165,215 shares worth $11.9M.
- Better Money Decisions's ten largest holdings make up 59% of its $96.9M portfolio in Q1 2021.
- Better Money Decisions disclosed 572 positions in Q1 2021, its first 13F filing on record.
Based on Better Money Decisions's 13F filing for Q1 2021, filed 4 May 2021.