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
$96.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.49M
3
+$8.99M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$8.66M
5
VB icon
Vanguard Small-Cap ETF
VB
+$4.15M

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%
+158
427
$6K 0.01%
+876
428
$6K 0.01%
+21
429
$6K 0.01%
+53
430
$6K 0.01%
+62
431
$6K 0.01%
+15
432
$6K 0.01%
+359
433
$5K 0.01%
+16
434
$5K 0.01%
+104
435
$5K 0.01%
+83
436
$5K 0.01%
+113
437
$5K 0.01%
+57
438
$5K 0.01%
+23
439
$5K 0.01%
+62
440
$5K 0.01%
+430
441
$5K 0.01%
+68
442
$5K 0.01%
+28
443
$5K 0.01%
+23
444
$5K 0.01%
+96
445
$5K 0.01%
+50
446
$5K 0.01%
+54
447
$5K 0.01%
+123
448
$5K 0.01%
+23
449
$5K 0.01%
+71
450
$5K 0.01%
+654
16 17
18
19 20