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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
576
$3K ﹤0.01%
+200
577
$3K ﹤0.01%
22
578
$2K ﹤0.01%
3
579
$2K ﹤0.01%
52
580
$2K ﹤0.01%
43
581
$2K ﹤0.01%
5
582
$2K ﹤0.01%
9
583
$2K ﹤0.01%
25
584
$2K ﹤0.01%
5
585
$2K ﹤0.01%
51
+1
586
$2K ﹤0.01%
16
587
$2K ﹤0.01%
+40
588
$2K ﹤0.01%
11
589
$2K ﹤0.01%
6
590
$2K ﹤0.01%
12
591
$2K ﹤0.01%
6
592
$2K ﹤0.01%
6
593
$2K ﹤0.01%
24
594
$2K ﹤0.01%
20
595
$2K ﹤0.01%
4
596
$2K ﹤0.01%
5
597
$2K ﹤0.01%
5
598
$2K ﹤0.01%
7
599
$2K ﹤0.01%
+128
600
$2K ﹤0.01%
5
21 22 23
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25