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
251
$17K 0.02%
+269
252
$16K 0.02%
+238
253
$16K 0.02%
+414
254
$16K 0.02%
+832
255
$16K 0.02%
+176
256
$16K 0.02%
+154
257
$16K 0.02%
+125
258
$16K 0.02%
+313
259
$16K 0.02%
+572
260
$16K 0.02%
+1,744
261
$15K 0.02%
+144
262
$15K 0.02%
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263
$15K 0.02%
+110
264
$15K 0.02%
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265
$15K 0.02%
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267
$15K 0.02%
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268
$15K 0.02%
+202
269
$15K 0.02%
+67
270
$15K 0.02%
+1,215
271
$15K 0.02%
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$15K 0.02%
+87
273
$15K 0.02%
+377
274
$14K 0.01%
+229
275
$14K 0.01%
+125