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
$121M
AUM Growth
+$9.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
668
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.15M
3
+$928K
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$625K
5
VB icon
Vanguard Small-Cap ETF
VB
+$619K

Top Sells

1
+$54.2K
2
+$45K
3
+$32.2K
4
PFE icon
Pfizer
PFE
+$27.4K
5
UNP icon
Union Pacific
UNP
+$23K

Sector Composition

1 Technology 4.13%
2 Consumer Discretionary 2.03%
3 Financials 1.58%
4 Healthcare 1.28%
5 Communication Services 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$11K 0.01%
496
377
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64
378
$11K 0.01%
220
379
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84
380
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52
381
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1,744
382
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87
383
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176
+1
384
$11K 0.01%
228
385
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609
386
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72
387
$11K 0.01%
369
388
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+418
389
$10K 0.01%
37
390
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391
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392
$10K 0.01%
25
393
$10K 0.01%
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394
$10K 0.01%
338
395
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111
396
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397
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55
398
$10K 0.01%
488
399
$10K 0.01%
353
400
$10K 0.01%
300
14 15
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