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
401
$7K 0.01%
+49
402
$7K 0.01%
+131
403
$7K 0.01%
+97
404
$7K 0.01%
+105
405
$7K 0.01%
+21
406
$7K 0.01%
+207
407
$7K 0.01%
+72
408
$7K 0.01%
+28
409
$7K 0.01%
+677
410
$7K 0.01%
+100
411
$7K 0.01%
+243
412
$7K 0.01%
+185
413
$7K 0.01%
+60
414
$7K 0.01%
+234
415
$6K 0.01%
+876
416
$6K 0.01%
+21
417
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+53
418
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+42
419
$6K 0.01%
+74
420
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+109
421
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+200
422
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+405
423
$6K 0.01%
+164
424
$6K 0.01%
+62
425
$6K 0.01%
+15