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
651
– –
-251
652
$0 ﹤0.01%
10
-97
653
– –
-8
654
– –
-95
655
$0 ﹤0.01%
31
-163
656
– –
-26
657
– –
-150
658
– –
-2
659
$0 ﹤0.01%
+11
660
– –
-408
661
– –
-80
662
– –
-546
663
– –
-158
664
– –
-234
665
– –
-242
666
– –
-5
667
– –
-202
668
– –
-62
23 24 25 26
27