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
$112M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
623
New
Increased
Reduced
Closed

Top Buys

1 +$834K
2 +$800K
3 +$639K
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$524K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$468K

Top Sells

1 +$53.7K
2 +$28.9K
3 +$21K
4
PG icon
Procter & Gamble
PG
+$15.3K
5
IYW icon
iShares US Technology ETF
IYW
+$9.44K

Sector Composition

1 Technology 4.2%
2 Consumer Discretionary 2.02%
3 Financials 1.67%
4 Healthcare 1.46%
5 Communication Services 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$164K 0.15%
+3,136
77
$164K 0.15%
1,344
+585
78
$161K 0.14%
9,264
+8,700
79
$160K 0.14%
1,123
+5
80
$159K 0.14%
+1,163
81
$153K 0.14%
3,722
+1,006
82
$151K 0.14%
1,137
+2
83
$149K 0.13%
428
84
$138K 0.12%
300
85
$136K 0.12%
2,038
+1,107
86
$131K 0.12%
2,596
+9
87
$129K 0.12%
3,991
+2,000
88
$126K 0.11%
2,314
+1,405
89
$122K 0.11%
2,056
+5
90
$121K 0.11%
+3,800
91
$120K 0.11%
1,031
+4
92
$119K 0.11%
719
+2
93
$118K 0.11%
223
94
$117K 0.1%
998
95
$116K 0.1%
488
96
$113K 0.1%
2,157
97
$108K 0.1%
564
-18
98
$107K 0.1%
1,257
+5
99
$105K 0.09%
363
100
$104K 0.09%
1,749