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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
+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 %
99.23%
Top 10 Hldgs %
58.89%
Holding
572
New
571
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$11.8M
2
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$9.43M
3
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$9.03M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$8.67M
5
VB icon
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
TYL icon
551
Tyler Technologies
TYL
$12.8B
$2K ﹤0.01%
+4
New +$1.73K
WDAY icon
552
Workday
WDAY
$42.3B
$2K ﹤0.01%
+7
New +$1.73K
ALNY icon
553
Alnylam Pharmaceuticals
ALNY
$29.3B
$1K ﹤0.01%
+7
New +$1.05K
AMZA icon
554
InfraCap MLP ETF
AMZA
$468M
$1K ﹤0.01%
+52
New +$1.17K
BHF icon
555
Brighthouse Financial
BHF
$3.6B
$1K ﹤0.01%
+15
New +$616
BIIB icon
556
Biogen
BIIB
$30.8B
$1K ﹤0.01%
+5
New +$1.35K
BMRN icon
557
BioMarin Pharmaceuticals
BMRN
$11.7B
$1K ﹤0.01%
+8
New +$654
CTSH icon
558
Cognizant
CTSH
$25.3B
$1K ﹤0.01%
+12
New +$927
EL icon
559
Estee Lauder
EL
$31.5B
$1K ﹤0.01%
+5
New +$1.37K
ENPH icon
560
Enphase Energy
ENPH
$5.52B
$1K ﹤0.01%
+6
New +$1.08K
FDX icon
561
FedEx
FDX
$74.1B
$1K ﹤0.01%
+4
New +$1.03K
IGC icon
562
IGC Pharma
IGC
$25.9M
$1K ﹤0.01%
+425
New +$772
ISRG icon
563
Intuitive Surgical
ISRG
$130B
$1K ﹤0.01%
+6
New +$1.51K
IUSV icon
564
iShares Core S&P US Value ETF
IUSV
$27.7B
$1K ﹤0.01%
+14
New +$919
REGN icon
565
Regeneron Pharmaceuticals
REGN
$78.3B
$1K ﹤0.01%
+3
New +$1.46K
SCHA icon
566
Schwab U.S Small- Cap ETF
SCHA
$23.2B
$1K ﹤0.01%
+60
New +$1.48K
SHW icon
567
Sherwin-Williams
SHW
$87.8B
$1K ﹤0.01%
+6
New +$1.43K
TTD icon
568
Trade Desk
TTD
$9.09B
$1K ﹤0.01%
+20
New +$1.55K
VEEV icon
569
Veeva Systems
VEEV
$34.4B
$1K ﹤0.01%
+5
New +$1.39K
ABMD
570
DELISTED
Abiomed Inc
ABMD
$1K ﹤0.01%
+2
New +$640
INM icon
571
InMed Pharmaceuticals
INM
$7.96M
– –
0
– –
LEN.B icon
572
Lennar Class B
LEN.B
$20.6B
$0 ﹤0.01%
+5
New +$333
19 20 21 22
23

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EFA
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DFA
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VBWMG
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VEI
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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.