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
$119M
AUM Growth
-$2.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$2.12M
3
+$1.87M
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.46M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.31M

Top Sells

1
+$763K
2
+$727K
3
+$710K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$508K
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$382K

Sector Composition

1 Technology 3.52%
2 Consumer Discretionary 0.99%
3 Consumer Staples 0.74%
4 Communication Services 0.55%
5 Financials 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-53
477
– –
-117
478
– –
-1,500
479
– –
-337
480
– –
-90
481
– –
-159
482
– –
-21
483
– –
-1,092
484
– –
-25
485
– –
-269
486
– –
-454
487
– –
-28
488
– –
-38
489
– –
-29
490
– –
-182
491
– –
-303
492
– –
-72
493
– –
-243
494
– –
-220
495
– –
-10
496
– –
-215
497
– –
-107
498
– –
-173
499
– –
-351
500
– –
-1
18 19
20
21 22