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
451
$8K 0.01%
257
452
$8K 0.01%
40
-17
453
$8K 0.01%
28
454
$8K 0.01%
117
455
$8K 0.01%
60
456
$7K 0.01%
24
-5
457
$7K 0.01%
108
458
$7K 0.01%
62
459
$7K 0.01%
500
460
$7K 0.01%
49
461
$7K 0.01%
99
462
$7K 0.01%
97
463
$7K 0.01%
68
464
$7K 0.01%
159
+3
465
$7K 0.01%
1
466
$7K 0.01%
631
467
$7K 0.01%
+65
468
$7K 0.01%
200
469
$7K 0.01%
72
470
$6K ﹤0.01%
49
471
$6K ﹤0.01%
104
472
$6K ﹤0.01%
114
+1
473
$6K ﹤0.01%
34
474
$6K ﹤0.01%
152
475
$6K ﹤0.01%
19