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
251
$17K 0.01%
+110
252
$17K 0.01%
+572
253
$16K 0.01%
+110
254
$16K 0.01%
+254
255
$16K 0.01%
+1,006
256
$16K 0.01%
+52
257
$16K 0.01%
+779
258
$15K 0.01%
+126
259
$15K 0.01%
+400
260
$15K 0.01%
+243
261
$15K 0.01%
+156
262
$15K 0.01%
+155
263
$15K 0.01%
+179
264
$15K 0.01%
+189
265
$15K 0.01%
+100
266
$15K 0.01%
+166
267
$15K 0.01%
+87
268
$14K 0.01%
+400
269
$14K 0.01%
+168
270
$14K 0.01%
+100
271
$14K 0.01%
+151
272
$14K 0.01%
+261
273
$14K 0.01%
+200
274
$14K 0.01%
+300
275
$14K 0.01%
+205
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