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 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%
+175
377
$8K 0.01%
+84
378
$8K 0.01%
+252
379
$8K 0.01%
+85
380
$8K 0.01%
+68
381
$8K 0.01%
+55
382
$8K 0.01%
+198
383
$8K 0.01%
+138
384
$8K 0.01%
+153
385
$8K 0.01%
+175
386
$8K 0.01%
+269
387
$8K 0.01%
+160
388
$8K 0.01%
+55
389
$8K 0.01%
+558
390
$8K 0.01%
+30
391
$8K 0.01%
+62
392
$8K 0.01%
+544
393
$8K 0.01%
+552
394
$7K 0.01%
+27
395
$7K 0.01%
+12
396
$7K 0.01%
+125
397
$7K 0.01%
+19
398
$7K 0.01%
+151
399
$7K 0.01%
+37
400
$7K 0.01%
+107