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
$115M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$7.05M
2
+$5.03M
3
+$2.34M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$903K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$346K

Top Sells

1
+$4.89M
2
+$3.23M
3
+$2.21M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.09M
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$203K

Sector Composition

1 Technology 2.57%
2 Consumer Discretionary 0.58%
3 Consumer Staples 0.55%
4 Healthcare 0.45%
5 Energy 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$284K 0.25%
8,552
+1,970
52
$284K 0.25%
1,393
+7
53
$280K 0.24%
+1,735
54
$280K 0.24%
3,174
+214
55
$278K 0.24%
8,518
+1
56
$277K 0.24%
607
-25
57
$273K 0.24%
9,712
58
$268K 0.23%
7,925
59
$248K 0.21%
1,296
-7
60
$237K 0.21%
1,344
-25
61
$215K 0.19%
+7,551
62
$212K 0.18%
+1,579
63
$212K 0.18%
+6,453
64
$210K 0.18%
+1,944
65
$210K 0.18%
+712
66
$208K 0.18%
+8,180
67
$205K 0.18%
+8,596
68
$201K 0.17%
+8,630
69
– –
-4,671
1 2
3