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
$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
301
$12K 0.01%
+258
302
$12K 0.01%
+28
303
$12K 0.01%
+182
304
$12K 0.01%
+57
305
$12K 0.01%
+369
306
$12K 0.01%
+56
307
$12K 0.01%
+26
308
$12K 0.01%
+52
309
$12K 0.01%
+1,021
310
$12K 0.01%
+386
311
$12K 0.01%
+739
312
$12K 0.01%
+80
313
$12K 0.01%
+669
314
$11K 0.01%
+28
315
$11K 0.01%
+496
316
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+220
317
$11K 0.01%
+41
318
$11K 0.01%
+186
319
$11K 0.01%
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320
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321
$11K 0.01%
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322
$11K 0.01%
+219
323
$11K 0.01%
+85
324
$11K 0.01%
+21
325
$11K 0.01%
+243
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