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
$118M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1 +$2.98M
2 +$1.21M
3 +$1.13M
4
AAPL icon
Apple
AAPL
+$679K
5
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$667K

Sector Composition

1 Technology 3.49%
2 Consumer Staples 1.31%
3 Financials 1.1%
4 Consumer Discretionary 1.06%
5 Healthcare 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$836K 0.71%
31,713
+4,697
27
$829K 0.7%
5,776
+565
28
$815K 0.69%
17,535
+3,283
29
$782K 0.66%
1,632
+1,136
30
$662K 0.56%
22,031
31
$646K 0.55%
27,705
+3,471
32
$639K 0.54%
2,489
+528
33
$625K 0.53%
21,685
+9,552
34
$574K 0.49%
5,400
+80
35
$526K 0.45%
1,386
+192
36
$494K 0.42%
6,181
+410
37
$493K 0.42%
13,395
+14
38
$444K 0.38%
3,067
39
$401K 0.34%
1,063
+96
40
$378K 0.32%
12,822
+1,814
41
$362K 0.31%
+7,575
42
$349K 0.3%
+5,550
43
$337K 0.29%
1,784
-86
44
$329K 0.28%
4,214
+18
45
$307K 0.26%
2,820
+340
46
$302K 0.26%
3,432
47
$292K 0.25%
7,925
48
$290K 0.25%
14,850
-3,362
49
$280K 0.24%
10,375
+1,059
50
$273K 0.23%
8,516
+2