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
201
$31K 0.03%
199
202
$31K 0.03%
579
+1
203
$31K 0.03%
445
204
$31K 0.03%
1,433
+16
205
$31K 0.03%
478
206
$31K 0.03%
+669
207
$30K 0.03%
86
208
$30K 0.03%
890
209
$30K 0.03%
308
210
$30K 0.03%
300
+4
211
$30K 0.03%
+200
212
$29K 0.03%
116
213
$29K 0.03%
486
214
$29K 0.03%
185
+1
215
$29K 0.03%
+1,000
216
$29K 0.03%
130
+1
217
$28K 0.03%
248
218
$28K 0.03%
382
219
$27K 0.02%
90
-17
220
$27K 0.02%
110
221
$27K 0.02%
1,472
222
$27K 0.02%
613
223
$27K 0.02%
517
224
$27K 0.02%
87
225
$27K 0.02%
88
7 8
9
10 11