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
626
$1K ﹤0.01%
+22
627
$1K ﹤0.01%
1
628
$1K ﹤0.01%
1
-2
629
$1K ﹤0.01%
5
630
$1K ﹤0.01%
5
631
$1K ﹤0.01%
+4
632
$1K ﹤0.01%
+5
633
$1K ﹤0.01%
20
634
– –
-9
635
– –
-71
636
$0 ﹤0.01%
+3
637
– –
-33
638
– –
-414
639
– –
-81
640
– –
-46
641
– –
-239
642
– –
-85
643
– –
-16
644
– –
-28
645
– –
0
646
– –
-90
647
$0 ﹤0.01%
+5
648
– –
-108
649
$0 ﹤0.01%
5
650
– –
-251
23 24 25
26
27