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
+$11.8M
2
+$9.43M
3
+$9.03M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$8.67M
5
VB icon
Vanguard Small-Cap ETF
VB
+$4.08M

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
351
$9K 0.01%
+95
352
$9K 0.01%
+54
353
$9K 0.01%
+19
354
$9K 0.01%
+146
355
$9K 0.01%
+488
356
$9K 0.01%
+26
357
$9K 0.01%
+50
358
$9K 0.01%
+49
359
$9K 0.01%
+73
360
$9K 0.01%
+57
361
$9K 0.01%
+100
362
$9K 0.01%
+152
363
$9K 0.01%
+34
364
$9K 0.01%
+1,756
365
$9K 0.01%
+180
366
$9K 0.01%
+338
367
$9K 0.01%
+564
368
$9K 0.01%
+357
369
$9K 0.01%
+300
370
$8K 0.01%
+269
371
$8K 0.01%
+160
372
$8K 0.01%
+55
373
$8K 0.01%
+558
374
$8K 0.01%
+30
375
$8K 0.01%
+62
13 14
15
16 17