BMD

Better Money Decisions Portfolio holdings

AUM $165M
1-Year Est. Return 9.58%
This Fund
S&P 500
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
State Street 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
276
$14K 0.01%
+125
277
$14K 0.01%
+207
278
$14K 0.01%
+318
279
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+192
280
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+252
281
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+430
282
$14K 0.01%
+1
283
$13K 0.01%
+84
284
$13K 0.01%
+162
285
$13K 0.01%
+344
286
$13K 0.01%
+466
287
$13K 0.01%
+101
288
$13K 0.01%
+299
289
$13K 0.01%
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290
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291
$12K 0.01%
+354
292
$12K 0.01%
+75
293
$12K 0.01%
+121
294
$12K 0.01%
+64
295
$12K 0.01%
+162
296
$12K 0.01%
+75
297
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+78
298
$12K 0.01%
+425
299
$12K 0.01%
+203
300
$12K 0.01%
+258
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