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
$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
351
$9K 0.01%
+73
352
$9K 0.01%
+57
353
$9K 0.01%
+4
354
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+152
355
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+81
356
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+95
357
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358
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359
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+34
360
$9K 0.01%
+1,756
361
$9K 0.01%
+180
362
$9K 0.01%
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363
$9K 0.01%
+564
364
$9K 0.01%
+488
365
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366
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367
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368
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+300
369
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370
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371
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372
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374
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+56
375
$8K 0.01%
+29
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