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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
% of AUM
99.23%
Top 10 Holdings %
Top 10 Hldgs %
58.89%
Holding
572
New
571
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
+$11.8M |
| 2 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$9.43M |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$9.03M |
| 4 |
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
|
+$8.67M |
| 5 |
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% |
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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.