BMD
Better Money Decisions Portfolio holdings
AUM
$165M
1-Year Return
9.58%
This Quarter Return
+5.49%
1 Year Return
+9.58%
3 Year Return
+32.75%
5 Year Return
–
10 Year Return
–
AUM
$141M
AUM Growth
+$8.07M
(+6.1%)
Cap. Flow
+$835K
Cap. Flow
% of AUM
0.59%
Top 10 Holdings %
Top 10 Hldgs %
63.31%
Holding
67
New
2
Increased
38
Reduced
21
Closed
3
Top Buys
Top Sells
| 1 |
Vanguard Small-Cap ETF
VB
|
$1.38M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.05M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$725K |
| 4 |
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
|
$336K |
| 5 |
iShares ESG Screened S&P 500 ETF
XVV
|
$276K |
Sector Composition
| 1 | Technology | 4.67% |
| 2 | Communication Services | 1.27% |
| 3 | Consumer Discretionary | 1.07% |
| 4 | Financials | 0.98% |
| 5 | Consumer Staples | 0.49% |
