BMD
Better Money Decisions Portfolio holdings
AUM
$165M
This Quarter Return
+1.06%
1 Year Return
+9.58%
3 Year Return
+32.75%
5 Year Return
–
10 Year Return
–
AUM
$133M
AUM Growth
+$133M
(+5.4%)
Cap. Flow
+$6.68M
Cap. Flow
% of AUM
5.03%
Top 10 Holdings %
Top 10 Hldgs %
64.41%
Holding
67
New
1
Increased
43
Reduced
18
Closed
2
Top Buys
| 1 |
NVIDIA
NVDA
|
$1.03M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$858K |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$706K |
| 4 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$687K |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$675K |
Top Sells
| 1 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
$326K |
| 2 |
SPDR S&P Kensho Clean Power ETF
CNRG
|
$211K |
| 3 |
Apple
AAPL
|
$119K |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$89.6K |
| 5 |
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% |
