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
301
$11K 0.01%
+75
302
$11K 0.01%
+121
303
$11K 0.01%
+108
304
$11K 0.01%
+573
305
$11K 0.01%
+17
306
$11K 0.01%
+180
307
$11K 0.01%
+245
308
$11K 0.01%
+57
309
$10K 0.01%
+65
310
$10K 0.01%
+500
311
$10K 0.01%
+496
312
$10K 0.01%
+527
313
$10K 0.01%
+186
314
$10K 0.01%
+219
315
$10K 0.01%
+101
316
$10K 0.01%
+228
317
$10K 0.01%
+418
318
$10K 0.01%
+488
319
$10K 0.01%
+183
320
$10K 0.01%
+56
321
$10K 0.01%
+1,066
322
$10K 0.01%
+130
323
$9K 0.01%
+30
324
$9K 0.01%
+435
325
$9K 0.01%
+74
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