BMD

Better Money Decisions Portfolio holdings

AUM $165M
1-Year Est. Return 9.58%
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
+$834K
2
+$800K
3
+$639K
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$524K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$468K

Top Sells

1
+$53.7K
2
+$28.9K
3
+$21K
4
PG icon
Procter & Gamble
PG
+$15.3K
5
IYW icon
iShares US Technology ETF
IYW
+$9.44K

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
601
$2K ﹤0.01%
3
602
$2K ﹤0.01%
52
603
$2K ﹤0.01%
43
604
$1K ﹤0.01%
9
605
$1K ﹤0.01%
7
606
$1K ﹤0.01%
15
607
$1K ﹤0.01%
8
608
$1K ﹤0.01%
12
609
$1K ﹤0.01%
6
610
$1K ﹤0.01%
4
611
$1K ﹤0.01%
425
612
$1K ﹤0.01%
14
613
$1K ﹤0.01%
8
-122
614
$1K ﹤0.01%
+14
615
$1K ﹤0.01%
2
616
$1K ﹤0.01%
+5
617
– –
-168
618
– –
-13
619
– –
0
620
$0 ﹤0.01%
5
621
– –
-39
622
– –
-122
623
– –
-56
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