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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
526
$4K ﹤0.01%
184
527
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82
528
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+10
529
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42
530
$4K ﹤0.01%
87
531
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220
532
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533
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536
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64
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378
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541
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52
542
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546
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547
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$4K ﹤0.01%
135
549
$4K ﹤0.01%
90
550
$4K ﹤0.01%
16