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
276
$20K 0.02%
600
277
$20K 0.02%
250
+50
278
$20K 0.02%
155
279
$20K 0.02%
210
+1
280
$20K 0.02%
249
-20
281
$19K 0.02%
531
282
$19K 0.02%
308
+7
283
$19K 0.02%
322
+2
284
$19K 0.02%
241
285
$19K 0.02%
653
286
$19K 0.02%
165
287
$19K 0.02%
642
+1
288
$19K 0.02%
412
289
$19K 0.02%
361
+61
290
$19K 0.02%
813
291
$18K 0.01%
563
292
$18K 0.01%
445
293
$18K 0.01%
110
294
$18K 0.01%
107
295
$18K 0.01%
219
296
$18K 0.01%
101
297
$18K 0.01%
125
298
$18K 0.01%
832
299
$18K 0.01%
186
300
$18K 0.01%
+426
10 11
12
13 14