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
$133M
AUM Growth
+$6.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$858K
2
+$706K
3
+$687K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$675K
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$565K

Top Sells

1
+$326K
2
+$211K
3
+$119K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$89.6K
5
AMZN icon
Amazon
AMZN
+$61.8K

Sector Composition

1 Technology 4.48%
2 Consumer Discretionary 1.18%
3 Communication Services 1.08%
4 Financials 0.9%
5 Consumer Staples 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.7M 11.79%
215,726
+9,723
2
$12.9M 9.74%
252,529
+13,175
3
$11.8M 8.84%
407,064
+23,801
4
$8.56M 6.44%
146,191
+6,821
5
$8.23M 6.19%
218,363
+14,996
6
$7.62M 5.73%
146,813
+7,860
7
$7.07M 5.32%
14,134
+1,716
8
$5.9M 4.44%
27,043
+296
9
$4.17M 3.14%
99,200
+2,782
10
$3.72M 2.8%
17,646
-563
11
$3.27M 2.46%
105,014
+5,562
12
$3.24M 2.44%
40,539
+2,954
13
$3.17M 2.38%
126,180
+16,086
14
$3.13M 2.35%
101,403
+6,435
15
$2.01M 1.51%
82,023
+1,865
16
$1.69M 1.27%
36,253
+2,059
17
$1.63M 1.23%
33,478
+3,447
18
$1.57M 1.18%
8,129
-320
19
$1.57M 1.18%
19,532
-212
20
$1.37M 1.03%
17,709
+2,392
21
$1.3M 0.98%
19,631
+444
22
$1.29M 0.97%
25,846
+1,966
23
$1.18M 0.89%
33,657
+1,183
24
$1.12M 0.84%
9,063
+1,793
25
$1.12M 0.84%
2,497
-50
1
2 3