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
$141M
AUM Growth
+$8.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$584K
3
+$376K
4
HYXF icon
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
+$360K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$336K

Top Sells

1
+$1.38M
2
+$1.05M
3
+$725K
4
SUSB icon
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
+$336K
5
XVV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$323K 0.23%
3,180
-786
52
$322K 0.23%
2,513
+355
53
$322K 0.23%
363
54
$298K 0.21%
11,022
+67
55
$286K 0.2%
9,432
+116
56
$275K 0.19%
1,043
+66
57
$272K 0.19%
865
-59
58
$270K 0.19%
2,064
59
$262K 0.19%
1,161
+1
60
$259K 0.18%
531
-25
61
$240K 0.17%
408
-23
62
$224K 0.16%
8,073
+45
63
$205K 0.15%
+10,264
64
$201K 0.14%
+3,231
65
– –
-4,105
66
– –
-6,458
67
– –
-4,208
1 2
3