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
$144M
AUM Growth
+$3.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.05M
3
+$946K
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$768K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$487K

Top Sells

1
+$900K
2
+$586K
3
+$447K
4
AAPL icon
Apple
AAPL
+$324K
5
AMZN icon
Amazon
AMZN
+$285K

Sector Composition

1 Technology 4.85%
2 Communication Services 1.26%
3 Financials 1.24%
4 Consumer Discretionary 1.04%
5 Consumer Staples 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.16M 0.81%
2,759
+284
27
$1M 0.7%
8,712
-506
28
$1,000K 0.69%
6,267
+121
29
$990K 0.69%
3,904
+89
30
$958K 0.66%
1,627
-12
31
$847K 0.59%
3,535
+491
32
$805K 0.56%
20,449
+976
33
$793K 0.55%
4,191
+357
34
$778K 0.54%
18,597
+392
35
$719K 0.5%
15,566
+3,232
36
$712K 0.49%
24,519
+3,555
37
$707K 0.49%
20,434
+80
38
$704K 0.49%
15,094
+2,328
39
$661K 0.46%
5,181
+2,668
40
$648K 0.45%
3,307
-145
41
$609K 0.42%
1,039
+1
42
$603K 0.42%
677
-116
43
$468K 0.32%
3,504
+10
44
$461K 0.32%
3,181
+9
45
$460K 0.32%
1,014
46
$457K 0.32%
+13,150
47
$444K 0.31%
4,234
+11
48
$418K 0.29%
714
-321
49
$417K 0.29%
3,030
+11
50
$382K 0.26%
12,781
+3,349
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