BMD
Better Money Decisions Portfolio holdings
AUM
$165M
This Quarter Return
-0.94%
1 Year Return
+9.58%
3 Year Return
+32.75%
5 Year Return
–
10 Year Return
–
AUM
$150M
AUM Growth
+$150M
(+3.8%)
Cap. Flow
+$7.41M
Cap. Flow
% of AUM
4.95%
Top 10 Holdings %
Top 10 Hldgs %
61.62%
Holding
71
New
4
Increased
38
Reduced
23
Closed
3
Top Buys
| 1 |
iShares Core US REIT ETF
USRT
|
$2.39M |
| 2 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$923K |
| 3 |
Apple
AAPL
|
$768K |
| 4 |
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
$610K |
| 5 |
Toast
TOST
|
$544K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$604K |
| 2 |
iShares ESG Screened S&P 500 ETF
XVV
|
$298K |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$256K |
| 4 |
TSMC
TSM
|
$233K |
| 5 |
Visa
V
|
$207K |
Sector Composition
| 1 | Technology | 4.92% |
| 2 | Communication Services | 1.11% |
| 3 | Consumer Discretionary | 1.09% |
| 4 | Financials | 0.96% |
| 5 | Consumer Staples | 0.45% |
