BMD
Better Money Decisions Portfolio holdings
AUM
$165M
This Quarter Return
-4.57%
1 Year Return
+9.58%
3 Year Return
+32.75%
5 Year Return
–
10 Year Return
–
AUM
$107M
AUM Growth
-$12.1M
(-10%)
Cap. Flow
-$6.22M
Cap. Flow
% of AUM
-5.83%
Top 10 Holdings %
Top 10 Hldgs %
66.65%
Holding
67
New
2
Increased
18
Reduced
31
Closed
8
Top Buys
| 1 |
Schwab US TIPS ETF
SCHP
|
$4.82M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$1.22M |
| 3 |
Vanguard Small-Cap ETF
VB
|
$1.2M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$697K |
| 5 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$602K |
Top Sells
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$8.43M |
| 2 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$1.25M |
| 3 |
Apple
AAPL
|
$890K |
| 4 |
iShares US Technology ETF
IYW
|
$662K |
| 5 |
Costco
COST
|
$607K |
Sector Composition
| 1 | Technology | 2.76% |
| 2 | Consumer Discretionary | 0.81% |
| 3 | Financials | 0.54% |
| 4 | Energy | 0.47% |
| 5 | Communication Services | 0.32% |
