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
$121M
AUM Growth
+$9.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
668
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.15M
3
+$928K
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$625K
5
VB icon
Vanguard Small-Cap ETF
VB
+$619K

Top Sells

1
+$54.2K
2
+$45K
3
+$32.2K
4
PFE icon
Pfizer
PFE
+$27.4K
5
UNP icon
Union Pacific
UNP
+$23K

Sector Composition

1 Technology 4.13%
2 Consumer Discretionary 2.03%
3 Financials 1.58%
4 Healthcare 1.28%
5 Communication Services 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$29K 0.02%
304
+4
227
$29K 0.02%
669
228
$28K 0.02%
308
229
$28K 0.02%
179
230
$27K 0.02%
249
+1
231
$27K 0.02%
+274
232
$27K 0.02%
517
233
$26K 0.02%
613
234
$26K 0.02%
890
235
$26K 0.02%
87
236
$26K 0.02%
332
+1
237
$26K 0.02%
226
238
$26K 0.02%
+875
239
$26K 0.02%
676
+5
240
$26K 0.02%
635
241
$25K 0.02%
1,472
242
$25K 0.02%
103
-23
243
$25K 0.02%
697
244
$25K 0.02%
88
245
$24K 0.02%
+166
246
$24K 0.02%
279
247
$24K 0.02%
637
248
$24K 0.02%
250
249
$24K 0.02%
107
250
$23K 0.02%
256
8 9
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