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
176
$39K 0.03%
611
+3
177
$38K 0.03%
104
178
$38K 0.03%
+1,000
179
$37K 0.03%
53
180
$37K 0.03%
602
+1
181
$37K 0.03%
305
182
$37K 0.03%
1,416
183
$36K 0.03%
376
184
$35K 0.03%
101
185
$35K 0.03%
230
186
$35K 0.03%
153
187
$35K 0.03%
+600
188
$34K 0.03%
356
+3
189
$34K 0.03%
22
190
$34K 0.03%
126
191
$34K 0.03%
317
-269
192
$33K 0.03%
400
+1
193
$33K 0.03%
260
194
$33K 0.03%
401
-62
195
$33K 0.03%
957
196
$32K 0.03%
+1,144
197
$32K 0.03%
195
198
$32K 0.03%
116
199
$32K 0.03%
85
+1
200
$32K 0.03%
1,055
6 7
8
9 10