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
$121M
AUM Growth
+$9.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
668
New
Increased
Reduced
Closed

Top Buys

1 +$1.67M
2 +$1.15M
3 +$928K
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$625K
5
VB icon
Vanguard Small-Cap ETF
VB
+$619K

Top Sells

1 +$54.2K
2 +$45K
3 +$32.2K
4
PFE icon
Pfizer
PFE
+$27.4K
5
UNP icon
Union Pacific
UNP
+$23K

Sector Composition

1 Technology 4.13%
2 Consumer Discretionary 2.03%
3 Financials 1.58%
4 Healthcare 1.28%
5 Communication Services 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$8K 0.01%
57
427
$8K 0.01%
62
428
$8K 0.01%
+100
429
$8K 0.01%
74
430
$8K 0.01%
56
431
$8K 0.01%
55
432
$8K 0.01%
297
433
$8K 0.01%
152
434
$8K 0.01%
+234
435
$8K 0.01%
252
436
$8K 0.01%
24
-17
437
$8K 0.01%
+254
438
$8K 0.01%
876
439
$8K 0.01%
160
440
$8K 0.01%
146
441
$8K 0.01%
101
442
$8K 0.01%
243
443
$8K 0.01%
435
444
$8K 0.01%
185
445
$8K 0.01%
105
446
$8K 0.01%
350
447
$8K 0.01%
258
448
$8K 0.01%
+77
449
$8K 0.01%
53
450
$8K 0.01%
207