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
+$2.91M
2
+$2.13M
3
+$1.88M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.47M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.31M

Top Sells

1
+$764K
2
+$723K
3
+$690K
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
626
– –
-219
627
– –
-644
628
– –
-241
629
– –
-57
630
– –
-73
631
– –
-145
632
– –
-978
633
– –
-396
634
– –
-90
635
– –
-849
636
– –
-82
637
– –
-238
638
– –
-134
639
– –
-213
640
– –
-230
641
– –
-27
642
– –
-1,255
22 23 24 25
26