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
$96.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.49M
3
+$8.99M
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$8.66M
5
VB icon
Vanguard Small-Cap ETF
VB
+$4.15M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.24%
2 Consumer Discretionary 2.17%
3 Financials 1.71%
4 Healthcare 1.51%
5 Communication Services 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$291K 0.3%
+812
52
$249K 0.26%
+5,890
53
$230K 0.24%
+3,325
54
$225K 0.23%
+881
55
$225K 0.23%
+3,077
56
$224K 0.23%
+2,046
57
$191K 0.2%
+3,617
58
$190K 0.2%
+7,146
59
$188K 0.19%
+11,096
60
$174K 0.18%
+4,801
61
$173K 0.18%
+1,223
62
$173K 0.18%
+936
63
$171K 0.18%
+807
64
$170K 0.18%
+2,238
65
$169K 0.17%
+752
66
$161K 0.17%
+5,834
67
$161K 0.17%
+504
68
$152K 0.16%
+1,070
69
$150K 0.15%
+616
70
$148K 0.15%
+1,118
71
$146K 0.15%
+1,135
72
$136K 0.14%
+3,161
73
$132K 0.14%
+2,157
74
$126K 0.13%
+428
75
$123K 0.13%
+1,027
1 2
3
4 5