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