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
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652
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653
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654
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655
$0 ﹤0.01%
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656
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657
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5
658
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659
$0 ﹤0.01%
10
-97
660
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661
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662
$0 ﹤0.01%
31
-163
663
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664
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-150
665
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666
– –
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667
– –
-80
668
– –
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