BMD
Better Money Decisions Portfolio holdings
AUM
$165M
This Quarter Return
-0.6%
1 Year Return
+9.58%
3 Year Return
+32.75%
5 Year Return
–
10 Year Return
–
AUM
$121M
AUM Growth
+$121M
(+8.5%)
Cap. Flow
+$10.1M
Cap. Flow
% of AUM
8.3%
Top 10 Holdings %
Top 10 Hldgs %
54.74%
Holding
668
New
50
Increased
139
Reduced
58
Closed
28
Top Buys
Top Sells
| 1 |
GE Aerospace
GE
|
$419K |
| 2 |
Innovator US Equity Power Buffer ETF October
POCT
|
$54.2K |
| 3 |
Invesco Solar ETF
TAN
|
$45K |
| 4 |
Danaher
DHR
|
$32.4K |
| 5 |
Pfizer
PFE
|
$27.4K |
Sector Composition
| 1 | Technology | 4.13% |
| 2 | Consumer Discretionary | 2.03% |
| 3 | Financials | 1.58% |
| 4 | Healthcare | 1.28% |
| 5 | Communication Services | 1.27% |
