BMD
Better Money Decisions Portfolio holdings
AUM
$165M
This Quarter Return
+4.96%
1 Year Return
+9.58%
3 Year Return
+32.75%
5 Year Return
–
10 Year Return
–
AUM
$112M
AUM Growth
+$112M
(+15%)
Cap. Flow
+$10.3M
Cap. Flow
% of AUM
9.25%
Top 10 Holdings %
Top 10 Hldgs %
55.85%
Holding
623
New
51
Increased
160
Reduced
19
Closed
5
Top Buys
Top Sells
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$53.7K |
| 2 |
PVH
PVH
|
$28.9K |
| 3 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$21K |
| 4 |
iShares Gold Trust
IAU
|
$20K |
| 5 |
Procter & Gamble
PG
|
$15.3K |
Sector Composition
| 1 | Technology | 4.2% |
| 2 | Consumer Discretionary | 2.02% |
| 3 | Financials | 1.67% |
| 4 | Healthcare | 1.46% |
| 5 | Communication Services | 1.43% |
