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
$123M
AUM Growth
+$4.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$958K
3
+$531K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$447K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$375K

Top Sells

1
+$5.83M
2
+$275K
3
+$224K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$221K
5
AGG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$304K 0.25%
8,545
+538
52
$292K 0.24%
2,751
+404
53
$277K 0.23%
1,259
+1
54
$272K 0.22%
4,393
+809
55
$268K 0.22%
12,254
56
$256K 0.21%
10,976
+127
57
$247K 0.2%
1,420
+2
58
$234K 0.19%
1,610
+31
59
$232K 0.19%
8,481
+95
60
$223K 0.18%
914
+1
61
$215K 0.18%
+12,495
62
$215K 0.18%
1,298
-1
63
$211K 0.17%
+2,795
64
– –
-1,727
65
– –
-699
66
– –
-121,963
1 2
3