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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
$103M
AUM Growth
-$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$656K
2
+$534K
3
+$402K
4
VB icon
Vanguard Small-Cap ETF
VB
+$381K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$344K

Top Sells

1
+$520K
2
+$293K
3
+$199K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$199K
5
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$199K

Sector Composition

1 Technology 2.81%
2 Consumer Discretionary 0.6%
3 Consumer Staples 0.59%
4 Energy 0.44%
5 Communication Services 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$260K 0.25%
9,712
52
$260K 0.25%
5,544
+3,140
53
$249K 0.24%
934
54
$234K 0.23%
1,303
-481
55
$224K 0.22%
1,369
-5
56
$203K 0.2%
4,671
57
$202K 0.2%
6,582
+1,971
58
– –
-14
59
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-27
60
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-739
61
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-87
62
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-130
63
– –
-327
64
– –
-334
65
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-1,200
66
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-888
67
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-421
68
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-350
69
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-1,484
70
– –
-250
71
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-2
72
– –
-610
73
– –
-151
74
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-17
75
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-180
1 2
3
4 5