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
1
$13.2M 11.81%
176,356
+11,141
2
$10.9M 9.76%
173,250
+4,971
3
$9.65M 8.63%
176,091
+11,654
4
$8.97M 8.02%
292,749
+10,206
5
$4.79M 4.28%
21,266
+1,882
6
$4.15M 3.71%
91,146
+5,411
7
$3.74M 3.34%
69,510
+2,775
8
$2.51M 2.25%
18,359
+386
9
$2.45M 2.19%
84,260
10
$2.09M 1.87%
18,486
-475
11
$1.74M 1.56%
21,746
+6,557
12
$1.66M 1.48%
56,206
13
$1.64M 1.47%
14,235
+983
14
$1.37M 1.23%
46,968
+340
15
$1.32M 1.18%
13,244
-95
16
$1.18M 1.05%
21,399
+1,296
17
$1.16M 1.04%
4,699
+145
18
$1.16M 1.04%
37,026
+101
19
$1.09M 0.97%
41,858
+10,211
20
$1M 0.9%
35,331
21
$979K 0.88%
18,483
-42
22
$917K 0.82%
11,601
+4,869
23
$896K 0.8%
5,785
+1,779
24
$843K 0.75%
4,900
+20
25
$817K 0.73%
22,210
+583
1
2 3 4 5