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
$126M
AUM Growth
+$5.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$827K
3
+$463K
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$398K
5
ESG icon
FlexShares STOXX US ESG Select Index Fund
ESG
+$380K

Top Sells

1
+$3.45M
2
+$1.66M
3
+$515K
4
IGRO icon
iShares International Dividend Growth ETF
IGRO
+$391K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$379K

Sector Composition

1 Technology 3.85%
2 Consumer Discretionary 1.21%
3 Communication Services 1.06%
4 Financials 0.99%
5 Consumer Staples 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$314K 0.25%
428
-41
52
$280K 0.22%
+576
53
$276K 0.22%
10,844
-296
54
$274K 0.22%
9,204
+69
55
$271K 0.21%
+4,035
56
$259K 0.21%
900
-18
57
$259K 0.21%
2,140
-767
58
$245K 0.19%
553
+1
59
$241K 0.19%
1,159
-100
60
$240K 0.19%
+4,168
61
$234K 0.19%
977
+1
62
$231K 0.18%
441
+1
63
$223K 0.18%
6,438
-2,209
64
$218K 0.17%
+8,019
65
$211K 0.17%
3,265
+10
66
$208K 0.17%
+2,069
67
– –
-4,066
68
– –
-8,092
69
– –
-6,053
1 2
3