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
$120M
AUM Growth
+$6.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$986K
3
+$700K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$504K
5
NULV icon
Nuveen ESG Large-Cap Value ETF
NULV
+$422K

Top Sells

1
+$5.12M
2
+$1.32M
3
+$1.29M
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.09M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$796K

Sector Composition

1 Technology 3.94%
2 Consumer Discretionary 1.03%
3 Communication Services 0.74%
4 Financials 0.54%
5 Consumer Staples 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$920K 0.76%
2,446
+110
27
$898K 0.75%
23,478
+8,200
28
$835K 0.69%
4,900
-70
29
$753K 0.62%
6,132
-62
30
$738K 0.61%
15,633
-1,222
31
$657K 0.55%
22,464
+69
32
$568K 0.47%
1,189
+4
33
$554K 0.46%
14,698
+5,814
34
$517K 0.43%
3,699
+425
35
$466K 0.39%
17,284
+5,697
36
$442K 0.37%
2,962
+95
37
$422K 0.35%
+11,751
38
$420K 0.35%
4,943
-8,655
39
$397K 0.33%
3,472
+11
40
$391K 0.32%
6,053
+180
41
$378K 0.31%
776
42
$367K 0.3%
1,028
43
$344K 0.29%
+6,940
44
$324K 0.27%
2,907
+6
45
$313K 0.26%
4,066
-1,736
46
$310K 0.26%
653
-6
47
$310K 0.26%
469
-2
48
$307K 0.25%
5,208
+1
49
$299K 0.25%
8,647
+18
50
$294K 0.24%
1,265
+244
1
2
3