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
$96.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.49M
3
+$8.99M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$8.66M
5
VB icon
Vanguard Small-Cap ETF
VB
+$4.15M

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%
+71
477
$4K ﹤0.01%
+33
478
$4K ﹤0.01%
+88
479
$4K ﹤0.01%
+46
480
$4K ﹤0.01%
+155
481
$4K ﹤0.01%
+76
482
$4K ﹤0.01%
+89
483
$4K ﹤0.01%
+172
484
$4K ﹤0.01%
+184
485
$4K ﹤0.01%
+87
486
$4K ﹤0.01%
+82
487
$4K ﹤0.01%
+108
488
$4K ﹤0.01%
+42
489
$4K ﹤0.01%
+87
490
$4K ﹤0.01%
+135
491
$4K ﹤0.01%
+9
492
$4K ﹤0.01%
+18
493
$4K ﹤0.01%
+117
494
$4K ﹤0.01%
+90
495
$4K ﹤0.01%
+29
496
$4K ﹤0.01%
+135
497
$4K ﹤0.01%
+217
498
$4K ﹤0.01%
+39
499
$4K ﹤0.01%
+220
500
$4K ﹤0.01%
+154
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