BMD

Better Money Decisions Portfolio holdings

AUM $165M
1-Year Est. Return 9.58%
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%
4
627
$1K ﹤0.01%
425
628
$1K ﹤0.01%
+22
629
$1K ﹤0.01%
1
630
$1K ﹤0.01%
1
-2
631
$1K ﹤0.01%
5
632
$1K ﹤0.01%
+4
633
$1K ﹤0.01%
+5
634
$0 ﹤0.01%
31
-163
635
– –
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636
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637
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-5
638
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639
$0 ﹤0.01%
10
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642
$0 ﹤0.01%
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643
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645
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646
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650
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-28
23 24 25
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