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
$133M
AUM Growth
+$6.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$858K
2
+$706K
3
+$687K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$675K
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$565K

Top Sells

1
+$326K
2
+$211K
3
+$119K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$89.6K
5
AMZN icon
Amazon
AMZN
+$61.8K

Sector Composition

1 Technology 4.48%
2 Consumer Discretionary 1.18%
3 Communication Services 1.08%
4 Financials 0.9%
5 Consumer Staples 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$278K 0.21%
10,955
+111
52
$277K 0.21%
9,316
+112
53
$275K 0.21%
924
+24
54
$270K 0.2%
535
-41
55
$269K 0.2%
4,105
+70
56
$266K 0.2%
556
+3
57
$262K 0.2%
1,160
+1
58
$256K 0.19%
2,158
+18
59
$249K 0.19%
431
-10
60
$244K 0.18%
977
61
$241K 0.18%
4,208
+40
62
$217K 0.16%
2,064
-5
63
$215K 0.16%
6,458
+20
64
$214K 0.16%
+4,735
65
$208K 0.16%
8,028
+9
66
– –
-3,265
67
– –
-2,491
1 2
3