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
$121M
AUM Growth
+$9.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
668
New
Increased
Reduced
Closed

Top Buys

1 +$1.67M
2 +$1.15M
3 +$928K
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$625K
5
VB icon
Vanguard Small-Cap ETF
VB
+$619K

Top Sells

1 +$54.2K
2 +$45K
3 +$32.2K
4
PFE icon
Pfizer
PFE
+$27.4K
5
UNP icon
Union Pacific
UNP
+$23K

Sector Composition

1 Technology 4.13%
2 Consumer Discretionary 2.03%
3 Financials 1.58%
4 Healthcare 1.28%
5 Communication Services 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$15K 0.01%
243
327
$15K 0.01%
1,215
328
$15K 0.01%
192
329
$15K 0.01%
299
330
$14K 0.01%
500
331
$14K 0.01%
183
332
$14K 0.01%
466
333
$14K 0.01%
200
334
$14K 0.01%
238
+135
335
$14K 0.01%
430
336
$14K 0.01%
75
337
$14K 0.01%
121
338
$14K 0.01%
164
+1
339
$14K 0.01%
+130
340
$14K 0.01%
+277
341
$14K 0.01%
75
342
$14K 0.01%
90
343
$13K 0.01%
79
+1
344
$13K 0.01%
207
345
$13K 0.01%
21
346
$13K 0.01%
590
347
$13K 0.01%
321
+1
348
$13K 0.01%
57
-37
349
$13K 0.01%
1,045
+12
350
$13K 0.01%
30