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
$123M
AUM Growth
+$4.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$958K
3
+$531K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$447K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$375K

Top Sells

1
+$5.83M
2
+$275K
3
+$224K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$221K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$137K

Sector Composition

1 Technology 3.5%
2 Consumer Discretionary 0.85%
3 Communication Services 0.6%
4 Consumer Staples 0.53%
5 Financials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.2M 17.26%
313,780
+5,553
2
$14.6M 11.93%
291,706
+4,366
3
$14.2M 11.55%
491,976
+118,681
4
$8.4M 6.85%
42,235
+134
5
$6.12M 4.99%
117,115
+795
6
$5.46M 4.45%
158,878
+3,368
7
$4.48M 3.65%
11,003
+482
8
$3.46M 2.82%
17,859
+160
9
$3.36M 2.74%
42,528
+5,662
10
$3.06M 2.49%
99,648
+31,207
11
$2.31M 1.89%
37,916
-450
12
$2.28M 1.86%
67,444
-1,320
13
$2.19M 1.78%
44,404
+10,778
14
$1.97M 1.61%
82,454
-1,299
15
$1.75M 1.43%
60,466
+610
16
$1.59M 1.3%
33,690
+2,662
17
$1.47M 1.2%
17,590
+489
18
$1.35M 1.1%
41,395
+329
19
$1.18M 0.96%
15,737
+4,405
20
$1.08M 0.88%
13,832
-103
21
$1.05M 0.85%
24,197
+1,305
22
$1.04M 0.85%
7,996
+15
23
$1.04M 0.85%
6,403
+277
24
$1.03M 0.84%
4,194
25
$1M 0.82%
18,443
+140
1
2 3