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

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
326
$9K 0.01%
+34
327
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+77
328
$9K 0.01%
+63
329
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+117
331
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332
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333
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+198
334
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335
$9K 0.01%
+1,631
336
$9K 0.01%
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337
$9K 0.01%
+338
338
$9K 0.01%
+55
339
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340
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342
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343
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345
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346
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$8K 0.01%
+49
350
$7K 0.01%
+118