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
$96.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.49M
3
+$8.99M
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$8.66M
5
VB icon
Vanguard Small-Cap ETF
VB
+$4.15M

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
26
$630K 0.65%
+21,206
27
$589K 0.61%
+4,006
28
$539K 0.56%
+14,216
29
$511K 0.53%
+6,732
30
$447K 0.46%
+1,898
31
$445K 0.46%
+1,222
32
$441K 0.46%
+2,135
33
$415K 0.43%
+3,644
34
$399K 0.41%
+1,004
35
$398K 0.41%
+1,130
36
$384K 0.4%
+8,449
37
$380K 0.39%
+4,142
38
$374K 0.39%
+8,180
39
$367K 0.38%
+3,560
40
$361K 0.37%
+7,835
41
$361K 0.37%
+3,412
42
$359K 0.37%
+6,560
43
$349K 0.36%
+5,682
44
$324K 0.33%
+1,972
45
$324K 0.33%
+2,130
46
$324K 0.33%
+3,924
47
$305K 0.31%
+5,021
48
$300K 0.31%
+2,862
49
$296K 0.31%
+1,602
50
$293K 0.3%
+7,102
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