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
101
$101K 0.09%
+1,350
102
$101K 0.09%
1,803
+119
103
$101K 0.09%
352
+117
104
$101K 0.09%
1,803
+5
105
$100K 0.09%
413
+1
106
$89K 0.08%
870
107
$89K 0.08%
375
108
$87K 0.08%
1,160
+2
109
$86K 0.08%
849
+6
110
$86K 0.08%
1,623
111
$85K 0.08%
346
112
$84K 0.08%
1,083
-42
113
$82K 0.07%
1,444
+7
114
$82K 0.07%
+1,800
115
$82K 0.07%
256
+1
116
$81K 0.07%
837
+4
117
$78K 0.07%
1,802
118
$78K 0.07%
950
119
$77K 0.07%
530
120
$77K 0.07%
2,783
+14
121
$76K 0.07%
280
122
$76K 0.07%
3,800
+800
123
$74K 0.07%
539
124
$73K 0.07%
600
125
$72K 0.06%
1,397
+6
3 4
5
6 7