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
+$11.8M
2
+$9.43M
3
+$9.03M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$8.67M
5
VB icon
Vanguard Small-Cap ETF
VB
+$4.08M

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
451
$5K 0.01%
+23
452
$5K 0.01%
+71
453
$5K 0.01%
+654
454
$5K 0.01%
+19
455
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+73
456
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+52
457
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458
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+29
459
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+17
460
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+218
461
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+3
462
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+143
463
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+663
464
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465
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466
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+169
467
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+305
468
$4K ﹤0.01%
+396
469
$4K ﹤0.01%
+47
470
$4K ﹤0.01%
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471
$4K ﹤0.01%
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472
$4K ﹤0.01%
+42
473
$4K ﹤0.01%
+52
474
$4K ﹤0.01%
+18
475
$4K ﹤0.01%
+33
17 18
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