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
$121M
AUM Growth
+$9.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
668
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.15M
3
+$928K
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$625K
5
VB icon
Vanguard Small-Cap ETF
VB
+$619K

Top Sells

1
+$54.2K
2
+$45K
3
+$32.2K
4
PFE icon
Pfizer
PFE
+$27.4K
5
UNP icon
Union Pacific
UNP
+$23K

Sector Composition

1 Technology 4.13%
2 Consumer Discretionary 2.03%
3 Financials 1.58%
4 Healthcare 1.28%
5 Communication Services 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$5K ﹤0.01%
663
527
$5K ﹤0.01%
23
528
$5K ﹤0.01%
125
529
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530
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39
531
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+137
532
$4K ﹤0.01%
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533
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534
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536
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537
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538
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540
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88
541
$4K ﹤0.01%
355
542
$4K ﹤0.01%
17
543
$4K ﹤0.01%
+81
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545
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546
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90
549
$4K ﹤0.01%
172
550
$4K ﹤0.01%
184
20 21
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