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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
+$1.17M
3
+$930K
4
VB icon
Vanguard Small-Cap ETF
VB
+$629K
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$626K

Top Sells

1
+$54K
2
+$45K
3
+$32.4K
4
PFE icon
Pfizer
PFE
+$28.2K
5
BABA icon
Alibaba
BABA
+$26.7K

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
576
$3K ﹤0.01%
164
577
$3K ﹤0.01%
15
-115
578
$3K ﹤0.01%
75
579
$3K ﹤0.01%
19
580
$3K ﹤0.01%
22
581
$3K ﹤0.01%
+14
582
$3K ﹤0.01%
84
583
$3K ﹤0.01%
22
584
$3K ﹤0.01%
51
585
$2K ﹤0.01%
3
586
$2K ﹤0.01%
43
587
$2K ﹤0.01%
25
588
$2K ﹤0.01%
+44
589
$2K ﹤0.01%
51
590
$2K ﹤0.01%
40
591
$2K ﹤0.01%
12
592
$2K ﹤0.01%
5
593
$2K ﹤0.01%
3
594
$2K ﹤0.01%
560
595
$2K ﹤0.01%
72
596
$2K ﹤0.01%
5
597
$2K ﹤0.01%
55
598
$2K ﹤0.01%
6
599
$2K ﹤0.01%
15
600
$2K ﹤0.01%
4
22 23
24
25 26