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
51
$324K 0.29%
814
+2
52
$321K 0.29%
3,067
+205
53
$313K 0.28%
7,102
54
$307K 0.27%
+717
55
$286K 0.26%
2,554
+508
56
$282K 0.25%
1,602
57
$272K 0.24%
1,802
+732
58
$265K 0.24%
9,316
+3,482
59
$260K 0.23%
5,906
+16
60
$245K 0.22%
881
61
$245K 0.22%
3,335
+10
62
$236K 0.21%
3,128
+51
63
$220K 0.2%
4,868
+1,707
64
$203K 0.18%
1,372
+149
65
$198K 0.18%
11,096
66
$196K 0.18%
3,623
+6
67
$192K 0.17%
7,146
68
$190K 0.17%
4,844
+43
69
$189K 0.17%
808
+1
70
$188K 0.17%
936
71
$184K 0.16%
9,350
+9,200
72
$178K 0.16%
2,254
+16
73
$175K 0.16%
756
+4
74
$175K 0.16%
599
-17
75
$174K 0.16%
+1,000
1 2
3
4 5