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
+$11.9M
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
551
$2K ﹤0.01%
+11
552
$2K ﹤0.01%
+5
553
$1K ﹤0.01%
+7
554
$1K ﹤0.01%
+52
555
$1K ﹤0.01%
+15
556
$1K ﹤0.01%
+5
557
$1K ﹤0.01%
+8
558
$1K ﹤0.01%
+12
559
$1K ﹤0.01%
+5
560
$1K ﹤0.01%
+14
561
$1K ﹤0.01%
+3
562
$1K ﹤0.01%
+60
563
$1K ﹤0.01%
+6
564
$1K ﹤0.01%
+20
565
$1K ﹤0.01%
+6
566
$1K ﹤0.01%
+4
567
$1K ﹤0.01%
+425
568
$1K ﹤0.01%
+6
569
$1K ﹤0.01%
+5
570
$1K ﹤0.01%
+2
571
– –
0
572
$0 ﹤0.01%
+5
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