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
376
– –
-16
377
– –
-85
378
– –
-105
379
– –
-217
380
– –
-103
381
– –
-256
382
– –
-590
383
– –
-207
384
– –
-697
385
– –
-47
386
– –
-3
387
– –
-150
388
– –
-7
389
– –
-62
390
– –
-16
391
– –
-84
392
– –
-75
393
– –
-180
394
– –
-65
395
– –
-107
396
– –
-61
397
– –
-121
398
– –
-53
399
– –
-100
400
– –
-42
14 15
16
17 18