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
426
$2K ﹤0.01%
+186
427
$2K ﹤0.01%
+100
428
$2K ﹤0.01%
+54
429
$2K ﹤0.01%
+9
430
$2K ﹤0.01%
+75
431
$2K ﹤0.01%
+15
432
$1K ﹤0.01%
+8
433
$1K ﹤0.01%
+16
434
$1K ﹤0.01%
+52
435
$1K ﹤0.01%
+20
436
$1K ﹤0.01%
+15
437
$1K ﹤0.01%
+7
438
$1K ﹤0.01%
+6
439
$1K ﹤0.01%
+3
440
$1K ﹤0.01%
+7
441
$1K ﹤0.01%
+7
442
$1K ﹤0.01%
+10
443
$1K ﹤0.01%
+6
444
$1K ﹤0.01%
+5
445
$1K ﹤0.01%
+12
446
$1K ﹤0.01%
+40
447
$1K ﹤0.01%
+8
448
$1K ﹤0.01%
+3
449
$1K ﹤0.01%
+6
450
$1K ﹤0.01%
+8
16 17
18
19 20