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
401
$4K ﹤0.01%
+137
402
$3K ﹤0.01%
+35
403
$3K ﹤0.01%
+234
404
$3K ﹤0.01%
+47
405
$3K ﹤0.01%
+10
406
$3K ﹤0.01%
+35
407
$3K ﹤0.01%
+54
408
$3K ﹤0.01%
+11
409
$3K ﹤0.01%
+17
410
$3K ﹤0.01%
+90
411
$3K ﹤0.01%
+45
412
$3K ﹤0.01%
+153
413
$3K ﹤0.01%
+100
414
$3K ﹤0.01%
+81
415
$2K ﹤0.01%
+23
416
$2K ﹤0.01%
+15
417
$2K ﹤0.01%
+25
418
$2K ﹤0.01%
+51
419
$2K ﹤0.01%
+39
420
$2K ﹤0.01%
+42
421
$2K ﹤0.01%
+11
422
$2K ﹤0.01%
+31
423
$2K ﹤0.01%
+13
424
$2K ﹤0.01%
+16
425
$2K ﹤0.01%
+25
15 16
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