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
26
$952K 0.78%
6,197
+412
27
$857K 0.71%
28,695
+5,746
28
$854K 0.7%
2,165
+648
29
$784K 0.65%
29,499
-171
30
$738K 0.61%
2,619
+598
31
$706K 0.58%
21,611
32
$696K 0.57%
1,549
33
$679K 0.56%
12,321
+1,198
34
$646K 0.53%
21,201
-5
35
$598K 0.49%
5,878
+463
36
$574K 0.47%
1,333
+327
37
$542K 0.45%
2,441
+90
38
$536K 0.44%
13,748
+64
39
$508K 0.42%
+8,267
40
$476K 0.39%
3,560
41
$457K 0.38%
18,272
+212
42
$434K 0.36%
7,114
+432
43
$420K 0.35%
4,469
+10
44
$394K 0.32%
917
+200
45
$382K 0.31%
8,272
+44
46
$379K 0.31%
7,867
47
$371K 0.31%
8,495
+8
48
$367K 0.3%
3,426
+7
49
$352K 0.29%
2,153
+12
50
$345K 0.28%
5,588
+19
1
2
3 4 5