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
251
$23K 0.02%
313
252
$23K 0.02%
185
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$23K 0.02%
1,070
254
$23K 0.02%
321
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175
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66
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$22K 0.02%
83
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$22K 0.02%
93
259
$22K 0.02%
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+50
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-6
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$22K 0.02%
462
262
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303
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309
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$21K 0.02%
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$21K 0.02%
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$21K 0.02%
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300
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$21K 0.02%
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+4
275
$20K 0.02%
150
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