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
$121M
AUM Growth
+$9.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
668
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.15M
3
+$928K
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$625K
5
VB icon
Vanguard Small-Cap ETF
VB
+$619K

Top Sells

1
+$54.2K
2
+$45K
3
+$32.2K
4
PFE icon
Pfizer
PFE
+$27.4K
5
UNP icon
Union Pacific
UNP
+$23K

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
51
$334K 0.28%
934
+3
52
$330K 0.27%
3,999
-227
53
$326K 0.27%
814
54
$321K 0.26%
1,986
-110
55
$311K 0.26%
3,067
56
$308K 0.25%
7,123
+21
57
$285K 0.23%
1,046
+165
58
$277K 0.23%
2,512
-42
59
$271K 0.22%
1,602
60
$270K 0.22%
1,805
+3
61
$266K 0.22%
9,316
62
$252K 0.21%
5,924
+18
63
$245K 0.2%
3,333
-2
64
$236K 0.19%
3,128
65
$221K 0.18%
5,094
+226
66
$210K 0.17%
1,788
+444
67
$206K 0.17%
1,372
68
$199K 0.16%
+7,689
69
$191K 0.16%
7,146
70
$190K 0.16%
3,629
+6
71
$190K 0.16%
11,096
72
$189K 0.16%
939
+3
73
$182K 0.15%
756
74
$181K 0.15%
4,208
-636
75
$181K 0.15%
9,350
1 2
3
4 5