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
426
$6K 0.01%
+359
427
$6K 0.01%
+26
428
$6K 0.01%
+101
429
$6K 0.01%
+490
430
$6K 0.01%
+435
431
$6K 0.01%
+631
432
$6K 0.01%
+158
433
$5K 0.01%
+39
434
$5K 0.01%
+28
435
$5K 0.01%
+23
436
$5K 0.01%
+96
437
$5K 0.01%
+16
438
$5K 0.01%
+104
439
$5K 0.01%
+83
440
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+113
441
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+57
442
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+34
443
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+21
444
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+169
445
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+355
446
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+23
447
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+62
448
$5K 0.01%
+430
449
$5K 0.01%
+68
450
$5K 0.01%
+50