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
$119M
AUM Growth
-$2.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$2.12M
3
+$1.87M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.46M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.31M

Top Sells

1
+$763K
2
+$727K
3
+$710K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$508K
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$382K

Sector Composition

1 Technology 3.52%
2 Consumer Discretionary 0.99%
3 Consumer Staples 0.74%
4 Communication Services 0.55%
5 Financials 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
– –
-195
452
– –
-5
453
– –
-563
454
– –
-382
455
– –
-249
456
– –
-56
457
– –
-148
458
– –
-445
459
– –
-274
460
– –
-976
461
– –
-155
462
– –
-24
463
– –
-76
464
– –
-62
465
– –
-267
466
– –
-10
467
– –
-1,687
468
– –
-50
469
– –
-110
470
– –
-90
471
– –
-3,153
472
– –
-500
473
– –
-186
474
– –
-254
475
– –
-184
17 18
19
20 21