BMD
Better Money Decisions Portfolio holdings
AUM
$165M
This Quarter Return
+2.91%
1 Year Return
+9.58%
3 Year Return
+32.75%
5 Year Return
–
10 Year Return
–
AUM
$123M
AUM Growth
+$123M
(+3.5%)
Cap. Flow
+$977K
Cap. Flow
% of AUM
0.8%
Top 10 Holdings %
Top 10 Hldgs %
68.74%
Holding
66
New
2
Increased
45
Reduced
12
Closed
3
Top Buys
Top Sells
| 1 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$5.83M |
| 2 |
AbbVie
ABBV
|
$275K |
| 3 |
Invesco QQQ Trust
QQQ
|
$224K |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$221K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$137K |
Sector Composition
| 1 | Technology | 3.5% |
| 2 | Consumer Discretionary | 0.85% |
| 3 | Communication Services | 0.6% |
| 4 | Consumer Staples | 0.53% |
| 5 | Financials | 0.48% |
