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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
376
$8K 0.01%
+55
377
$8K 0.01%
+198
378
$8K 0.01%
+138
379
$8K 0.01%
+153
380
$8K 0.01%
+175
381
$8K 0.01%
+269
382
$8K 0.01%
+160
383
$8K 0.01%
+55
384
$8K 0.01%
+558
385
$8K 0.01%
+544
386
$8K 0.01%
+85
387
$8K 0.01%
+62
388
$8K 0.01%
+552
389
$8K 0.01%
+30
390
$8K 0.01%
+62
391
$8K 0.01%
+34
392
$8K 0.01%
+90
393
$8K 0.01%
+52
394
$7K 0.01%
+28
395
$7K 0.01%
+27
396
$7K 0.01%
+49
397
$7K 0.01%
+131
398
$7K 0.01%
+21
399
$7K 0.01%
+207
400
$7K 0.01%
+234
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