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
501
$4K ﹤0.01%
+95
502
$4K ﹤0.01%
+122
503
$4K ﹤0.01%
+3
504
$4K ﹤0.01%
+1,251
505
$4K ﹤0.01%
+89
506
$4K ﹤0.01%
+63
507
$4K ﹤0.01%
+378
508
$4K ﹤0.01%
+19
509
$4K ﹤0.01%
+31
510
$4K ﹤0.01%
+94
511
$4K ﹤0.01%
+56
512
$3K ﹤0.01%
+84
513
$3K ﹤0.01%
+168
514
$3K ﹤0.01%
+9
515
$3K ﹤0.01%
+261
516
$3K ﹤0.01%
+17
517
$3K ﹤0.01%
+148
518
$3K ﹤0.01%
+88
519
$3K ﹤0.01%
+21
520
$3K ﹤0.01%
+48
521
$3K ﹤0.01%
+25
522
$3K ﹤0.01%
+16
523
$3K ﹤0.01%
+1
524
$3K ﹤0.01%
+22
525
$3K ﹤0.01%
+55
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