We are live on ! Find out more
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
$119M
AUM Growth
-$2.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.13M
3
+$1.88M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.47M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.31M

Top Sells

1
+$764K
2
+$723K
3
+$690K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$508K
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$382K

Sector Composition

1 Technology 3.52%
2 Consumer Discretionary 0.99%
3 Consumer Staples 0.74%
4 Communication Services 0.55%
5 Financials 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-60
352
– –
-554
353
– –
-321
354
– –
-75
355
– –
-756
356
– –
-305
357
– –
-192
358
– –
-221
359
– –
-143
360
– –
-5
361
– –
-721
362
– –
-653
363
– –
-840
364
– –
-1,623
365
– –
-160
366
– –
-73
367
– –
-1,390
368
– –
-3
369
– –
-101
370
– –
-282
371
– –
-21
372
– –
-185
373
– –
-602
374
– –
-1,350
375
– –
-186
13 14
15
16 17