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
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
526
$3K ﹤0.01%
+150
527
$3K ﹤0.01%
+51
528
$3K ﹤0.01%
+164
529
$3K ﹤0.01%
+15
530
$3K ﹤0.01%
+22
531
$3K ﹤0.01%
+15
532
$2K ﹤0.01%
+9
533
$2K ﹤0.01%
+3
534
$2K ﹤0.01%
+43
535
$2K ﹤0.01%
+13
536
$2K ﹤0.01%
+50
537
$2K ﹤0.01%
+16
538
$2K ﹤0.01%
+11
539
$2K ﹤0.01%
+12
540
$2K ﹤0.01%
+5
541
$2K ﹤0.01%
+7
542
$2K ﹤0.01%
+5
543
$2K ﹤0.01%
+29
544
$2K ﹤0.01%
+560
545
$2K ﹤0.01%
+72
546
$2K ﹤0.01%
+5
547
$2K ﹤0.01%
+6
548
$2K ﹤0.01%
+4
549
$2K ﹤0.01%
+33
550
$2K ﹤0.01%
+25
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