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
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
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
26
$919K 0.77%
5,351
-846
27
$879K 0.74%
1,549
28
$857K 0.72%
29,599
+100
29
$762K 0.64%
13,810
+1,489
30
$735K 0.62%
6,335
+457
31
$719K 0.61%
21,611
32
$678K 0.57%
2,016
-603
33
$675K 0.57%
8,501
-4,696
34
$670K 0.56%
+18,252
35
$584K 0.49%
19,723
-8,972
36
$570K 0.48%
1,195
-138
37
$562K 0.47%
13,373
-375
38
$524K 0.44%
2,170
-271
39
$466K 0.39%
18,212
-60
40
$459K 0.39%
967
+50
41
$432K 0.36%
2,980
-580
42
$428K 0.36%
7,888
+21
43
$395K 0.33%
4,385
-84
44
$391K 0.33%
12,613
-24,599
45
$387K 0.33%
3,433
+7
46
$387K 0.33%
8,514
+19
47
$368K 0.31%
926
-8
48
$360K 0.3%
3,067
49
$347K 0.29%
5,660
-1,454
50
$326K 0.27%
7,131
+8
1
2
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