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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%
+54
352
$9K 0.01%
+19
353
$9K 0.01%
+1,756
354
$9K 0.01%
+180
355
$9K 0.01%
+338
356
$9K 0.01%
+564
357
$9K 0.01%
+146
358
$9K 0.01%
+488
359
$9K 0.01%
+26
360
$9K 0.01%
+546
361
$9K 0.01%
+49
362
$9K 0.01%
+73
363
$9K 0.01%
+57
364
$9K 0.01%
+100
365
$9K 0.01%
+152
366
$9K 0.01%
+34
367
$9K 0.01%
+50
368
$9K 0.01%
+357
369
$9K 0.01%
+300
370
$8K 0.01%
+56
371
$8K 0.01%
+145
372
$8K 0.01%
+175
373
$8K 0.01%
+84
374
$8K 0.01%
+252
375
$8K 0.01%
+68
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