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
$126M
AUM Growth
+$5.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$827K
3
+$463K
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$398K
5
ESG icon
FlexShares STOXX US ESG Select Index Fund
ESG
+$380K

Top Sells

1
+$3.45M
2
+$1.66M
3
+$515K
4
IGRO icon
iShares International Dividend Growth ETF
IGRO
+$391K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$379K

Sector Composition

1 Technology 3.85%
2 Consumer Discretionary 1.21%
3 Communication Services 1.06%
4 Financials 0.99%
5 Consumer Staples 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.3M 12.13%
206,003
-46,469
2
$12.3M 9.74%
239,354
-7,389
3
$11.1M 8.79%
383,263
-17,800
4
$8.47M 6.71%
139,370
+7,615
5
$7.56M 6%
138,953
+42,302
6
$7.36M 5.84%
203,367
+22,863
7
$6.11M 4.85%
26,747
-7,280
8
$5.97M 4.73%
12,418
+176
9
$3.88M 3.08%
96,418
-277
10
$3.12M 2.48%
18,209
+152
11
$3.09M 2.45%
99,452
+4,655
12
$3.03M 2.4%
37,585
+703
13
$2.93M 2.32%
94,968
-250
14
$2.78M 2.21%
110,094
+15,735
15
$1.96M 1.56%
80,158
-5
16
$1.61M 1.28%
34,194
+934
17
$1.52M 1.21%
8,449
+266
18
$1.5M 1.19%
30,031
+735
19
$1.44M 1.15%
19,744
-318
20
$1.23M 0.98%
19,187
+776
21
$1.19M 0.95%
23,880
-670
22
$1.19M 0.94%
15,317
+629
23
$1.16M 0.92%
32,474
+618
24
$1.07M 0.85%
2,547
+101
25
$1.04M 0.83%
9,444
-78
1
2 3