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
126
$68K 0.06%
+2,490
127
$68K 0.06%
+1,200
128
$66K 0.06%
1,255
129
$66K 0.06%
1,368
-123
130
$65K 0.06%
969
+1
131
$64K 0.06%
1,159
+2
132
$64K 0.06%
279
+31
133
$63K 0.06%
325
+10
134
$62K 0.06%
100
135
$60K 0.05%
743
+2
136
$59K 0.05%
424
+212
137
$58K 0.05%
1,856
138
$58K 0.05%
+400
139
$57K 0.05%
975
+5
140
$57K 0.05%
253
141
$57K 0.05%
723
142
$56K 0.05%
2,333
143
$56K 0.05%
336
+100
144
$55K 0.05%
533
145
$55K 0.05%
+253
146
$54K 0.05%
260
147
$54K 0.05%
134
148
$53K 0.05%
1,687
+2
149
$53K 0.05%
1,342
+16
150
$53K 0.05%
623
4 5
6
7 8