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

Top Sells

1
+$1.34M
2
+$785K
3
+$460K
4
POCT icon
Innovator US Equity Power Buffer ETF October
POCT
+$221K
5
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$199K

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
376
$5K ﹤0.01%
+49
377
$5K ﹤0.01%
+30
378
$5K ﹤0.01%
+148
379
$5K ﹤0.01%
+99
380
$5K ﹤0.01%
+99
381
$5K ﹤0.01%
+50
382
$5K ﹤0.01%
+100
383
$5K ﹤0.01%
+52
384
$5K ﹤0.01%
+59
385
$5K ﹤0.01%
+55
386
$4K ﹤0.01%
+150
387
$4K ﹤0.01%
+55
388
$4K ﹤0.01%
+86
389
$4K ﹤0.01%
+39
390
$4K ﹤0.01%
+43
391
$4K ﹤0.01%
+100
392
$4K ﹤0.01%
+117
393
$4K ﹤0.01%
+17
394
$4K ﹤0.01%
+81
395
$4K ﹤0.01%
+107
396
$4K ﹤0.01%
+47
397
$4K ﹤0.01%
+42
398
$4K ﹤0.01%
+126
399
$4K ﹤0.01%
+1,251
400
$4K ﹤0.01%
+62
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