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
$114M
AUM Growth
-$9.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$741K
3
+$565K
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$370K
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$248K

Top Sells

1
+$1.53M
2
+$1.47M
3
+$1M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$991K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$694K

Sector Composition

1 Technology 3.3%
2 Consumer Discretionary 0.89%
3 Communication Services 0.64%
4 Financials 0.52%
5 Consumer Staples 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$268K 0.24%
3,969
-86
52
$266K 0.23%
471
-160
53
$249K 0.22%
11,068
+92
54
$233K 0.21%
1,610
55
$232K 0.2%
1,094
-165
56
$215K 0.19%
916
+2
57
$213K 0.19%
1,021
-399
58
$211K 0.19%
1,286
-134
59
– –
-7,082
60
– –
-12,254
61
– –
-12,495
62
– –
-2,795
63
– –
-17,590
1 2
3