We are live on ! Find out more
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
501
$4K ﹤0.01%
+89
502
$4K ﹤0.01%
+29
503
$4K ﹤0.01%
+135
504
$4K ﹤0.01%
+217
505
$4K ﹤0.01%
+39
506
$4K ﹤0.01%
+220
507
$4K ﹤0.01%
+154
508
$4K ﹤0.01%
+95
509
$4K ﹤0.01%
+128
510
$4K ﹤0.01%
+31
511
$4K ﹤0.01%
+94
512
$3K ﹤0.01%
+164
513
$3K ﹤0.01%
+84
514
$3K ﹤0.01%
+168
515
$3K ﹤0.01%
+9
516
$3K ﹤0.01%
+261
517
$3K ﹤0.01%
+17
518
$3K ﹤0.01%
+148
519
$3K ﹤0.01%
+88
520
$3K ﹤0.01%
+21
521
$3K ﹤0.01%
+48
522
$3K ﹤0.01%
+25
523
$3K ﹤0.01%
+16
524
$3K ﹤0.01%
+1
525
$3K ﹤0.01%
+22
19 20
21
22 23