BMD

Better Money Decisions Portfolio holdings

AUM $165M
1-Year Est. Return 9.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.43M
3
+$9.03M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$8.67M
5
VB icon
Vanguard Small-Cap ETF
VB
+$4.08M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.24%
2 Consumer Discretionary 2.17%
3 Financials 1.71%
4 Healthcare 1.51%
5 Communication Services 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$4K ﹤0.01%
+89
477
$4K ﹤0.01%
+55
478
$4K ﹤0.01%
+71
479
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480
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+89
481
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482
$4K ﹤0.01%
+88
483
$4K ﹤0.01%
+46
484
$4K ﹤0.01%
+155
485
$4K ﹤0.01%
+172
486
$4K ﹤0.01%
+184
487
$4K ﹤0.01%
+87
488
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489
$4K ﹤0.01%
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490
$4K ﹤0.01%
+87
491
$4K ﹤0.01%
+135
492
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+9
493
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494
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+117
495
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+90
496
$4K ﹤0.01%
+29
497
$4K ﹤0.01%
+135
498
$4K ﹤0.01%
+217
499
$4K ﹤0.01%
+39
500
$4K ﹤0.01%
+220
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