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
$96.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.49M
3
+$8.99M
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$8.66M
5
VB icon
Vanguard Small-Cap ETF
VB
+$4.15M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.24%
2 Consumer Discretionary 2.17%
3 Financials 1.71%
4 Healthcare 1.51%
5 Communication Services 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$19K 0.02%
+653
227
$19K 0.02%
+405
228
$19K 0.02%
+445
229
$19K 0.02%
+177
230
$19K 0.02%
+347
231
$19K 0.02%
+208
232
$18K 0.02%
+284
233
$18K 0.02%
+55
234
$18K 0.02%
+976
235
$18K 0.02%
+130
236
$18K 0.02%
+218
237
$18K 0.02%
+155
238
$18K 0.02%
+318
239
$18K 0.02%
+813
240
$17K 0.02%
+241
241
$17K 0.02%
+749
242
$17K 0.02%
+165
243
$17K 0.02%
+462
244
$17K 0.02%
+563
245
$17K 0.02%
+412
246
$17K 0.02%
+1,006
247
$17K 0.02%
+90
248
$17K 0.02%
+90
249
$17K 0.02%
+183
250
$17K 0.02%
+71
8 9
10
11 12