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
+$11.9M
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
326
$11K 0.01%
+408
327
$11K 0.01%
+28
328
$11K 0.01%
+496
329
$11K 0.01%
+220
330
$11K 0.01%
+41
331
$11K 0.01%
+108
332
$10K 0.01%
+93
333
$10K 0.01%
+309
334
$10K 0.01%
+394
335
$10K 0.01%
+160
336
$10K 0.01%
+251
337
$10K 0.01%
+590
338
$10K 0.01%
+207
339
$10K 0.01%
+609
340
$10K 0.01%
+72
341
$10K 0.01%
+111
342
$10K 0.01%
+105
343
$10K 0.01%
+36
344
$10K 0.01%
+77
345
$10K 0.01%
+330
346
$10K 0.01%
+69
347
$10K 0.01%
+194
348
$10K 0.01%
+353
349
$9K 0.01%
+73
350
$9K 0.01%
+57
12 13
14
15 16