BMD
Better Money Decisions Portfolio holdings
AUM
$165M
This Quarter Return
+3.95%
1 Year Return
+9.58%
3 Year Return
+32.75%
5 Year Return
–
10 Year Return
–
AUM
$96.9M
AUM Growth
–
Cap. Flow
+$96.9M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
58.89%
Holding
572
New
572
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$11.9M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$9.49M |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$8.99M |
| 4 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$8.66M |
| 5 |
Vanguard Small-Cap ETF
VB
|
$4.15M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.24% |
| 2 | Consumer Discretionary | 2.17% |
| 3 | Financials | 1.71% |
| 4 | Healthcare | 1.51% |
| 5 | Communication Services | 1.5% |
