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
151
$51K 0.05%
+500
152
$50K 0.04%
+1,634
153
$50K 0.04%
+658
154
$50K 0.04%
+600
155
$49K 0.04%
556
+1
156
$49K 0.04%
784
+4
157
$49K 0.04%
485
+374
158
$48K 0.04%
82
159
$45K 0.04%
229
+1
160
$45K 0.04%
56
161
$45K 0.04%
+500
162
$45K 0.04%
117
163
$44K 0.04%
888
164
$44K 0.04%
+1,200
165
$42K 0.04%
+1,367
166
$42K 0.04%
790
+538
167
$42K 0.04%
502
+2
168
$41K 0.04%
1,550
+4
169
$41K 0.04%
452
+2
170
$41K 0.04%
454
+1
171
$40K 0.04%
511
172
$40K 0.04%
+1,500
173
$40K 0.04%
581
174
$39K 0.03%
641
+4
175
$39K 0.03%
315
5 6
7
8 9