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
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
351
$7K 0.01%
+33
352
$7K 0.01%
+19
353
$7K 0.01%
+135
354
$7K 0.01%
+107
355
$7K 0.01%
+154
356
$7K 0.01%
+71
357
$7K 0.01%
+206
358
$7K 0.01%
+31
359
$7K 0.01%
+334
360
$6K 0.01%
+44
361
$6K 0.01%
+12
362
$6K 0.01%
+19
363
$6K 0.01%
+24
364
$6K 0.01%
+62
365
$6K 0.01%
+350
366
$6K 0.01%
+21
367
$6K 0.01%
+110
368
$6K 0.01%
+72
369
$6K 0.01%
+54
370
$6K 0.01%
+164
371
$6K 0.01%
+300
372
$6K 0.01%
+650
373
$6K 0.01%
+243
374
$6K 0.01%
+327
375
$5K ﹤0.01%
+27