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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
+$11.8M
2
+$9.43M
3
+$9.03M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$8.67M
5
VB icon
Vanguard Small-Cap ETF
VB
+$4.08M

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
301
$12K 0.01%
+425
302
$12K 0.01%
+203
303
$12K 0.01%
+258
304
$12K 0.01%
+28
305
$12K 0.01%
+182
306
$12K 0.01%
+57
307
$12K 0.01%
+369
308
$12K 0.01%
+143
309
$12K 0.01%
+56
310
$12K 0.01%
+26
311
$12K 0.01%
+52
312
$12K 0.01%
+1,021
313
$12K 0.01%
+386
314
$11K 0.01%
+41
315
$11K 0.01%
+186
316
$11K 0.01%
+207
317
$11K 0.01%
+173
318
$11K 0.01%
+219
319
$11K 0.01%
+85
320
$11K 0.01%
+105
321
$11K 0.01%
+243
322
$11K 0.01%
+173
323
$11K 0.01%
+111
324
$11K 0.01%
+164
325
$11K 0.01%
+100
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