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
$118M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$1.21M
3
+$1.13M
4
AAPL icon
Apple
AAPL
+$679K
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$667K

Top Sells

1
+$1.34M
2
+$785K
3
+$460K
4
POCT icon
Innovator US Equity Power Buffer ETF October
POCT
+$221K
5
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$199K

Sector Composition

1 Technology 3.49%
2 Consumer Staples 1.31%
3 Financials 1.1%
4 Consumer Discretionary 1.06%
5 Healthcare 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$20K 0.02%
+813
227
$20K 0.02%
+84
228
$20K 0.02%
+42
229
$20K 0.02%
+770
230
$20K 0.02%
+462
231
$20K 0.02%
+421
232
$20K 0.02%
+288
233
$19K 0.02%
+186
234
$19K 0.02%
+110
235
$19K 0.02%
+300
236
$19K 0.02%
+412
237
$18K 0.02%
+155
238
$18K 0.02%
+200
239
$18K 0.02%
+240
240
$18K 0.02%
+739
241
$17K 0.01%
+581
242
$17K 0.01%
+596
243
$17K 0.01%
+238
244
$17K 0.01%
+241
245
$17K 0.01%
+27
246
$17K 0.01%
+125
247
$17K 0.01%
+976
248
$17K 0.01%
+177
249
$17K 0.01%
+79
250
$17K 0.01%
+77
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