We are live on ! Find out more
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
$119M
AUM Growth
-$2.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.13M
3
+$1.88M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.47M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.31M

Top Sells

1
+$764K
2
+$723K
3
+$690K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$508K
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$382K

Sector Composition

1 Technology 3.52%
2 Consumer Discretionary 0.99%
3 Consumer Staples 0.74%
4 Communication Services 0.55%
5 Financials 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-8,272
277
– –
-1,749
278
– –
-57
279
– –
-24
280
– –
-164
281
– –
-55
282
– –
-2,797
283
– –
-1,593
284
– –
-677
285
– –
-31
286
– –
-56
287
– –
-488
288
– –
-107
289
– –
-39
290
– –
-184
291
– –
-15
292
– –
-378
293
– –
-86
294
– –
-353
295
– –
-478
296
– –
-89
297
– –
-635
298
– –
-466
299
– –
-489
300
– –
-15
10 11
12
13 14