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
$119M
AUM Growth
-$2.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$2.12M
3
+$1.87M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.46M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.31M

Top Sells

1
+$763K
2
+$727K
3
+$710K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$508K
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$382K

Sector Composition

1 Technology 3.52%
2 Consumer Discretionary 0.99%
3 Consumer Staples 0.74%
4 Communication Services 0.55%
5 Financials 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
– –
-24
602
– –
-164
603
– –
-355
604
– –
-533
605
– –
-1,802
606
– –
-19
607
– –
-1,800
608
– –
-564
609
– –
-96
610
– –
-17
611
– –
-152
612
– –
-513
613
– –
-369
614
– –
-101
615
– –
-2,157
616
– –
-240
617
– –
-175
618
– –
-165
619
– –
-81
620
– –
-234
621
– –
-84
622
– –
-252
623
– –
-108
624
– –
-23
625
– –
-1,159
22 23 24
25
26