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
276
$14K 0.01%
+183
277
$14K 0.01%
+100
278
$13K 0.01%
+143
279
$13K 0.01%
+75
280
$13K 0.01%
+391
281
$13K 0.01%
+33
282
$13K 0.01%
+200
283
$13K 0.01%
+250
284
$13K 0.01%
+322
285
$13K 0.01%
+67
286
$12K 0.01%
+215
287
$12K 0.01%
+300
288
$12K 0.01%
+344
289
$12K 0.01%
+671
290
$12K 0.01%
+210
291
$12K 0.01%
+214
292
$12K 0.01%
+173
293
$12K 0.01%
+500
294
$12K 0.01%
+369
295
$12K 0.01%
+1,215
296
$12K 0.01%
+387
297
$12K 0.01%
+77
298
$12K 0.01%
+299
299
$11K 0.01%
+109
300
$11K 0.01%
+309
10 11
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