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
$119M
AUM Growth
-$2.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$2.12M
3
+$1.87M
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.46M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.31M

Top Sells

1
+$763K
2
+$727K
3
+$710K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$508K
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$382K

Sector Composition

1 Technology 3.52%
2 Consumer Discretionary 0.99%
3 Consumer Staples 0.74%
4 Communication Services 0.55%
5 Financials 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$317K 0.27%
+10,221
52
$305K 0.26%
1,021
-25
53
$290K 0.24%
4,671
-917
54
$273K 0.23%
9,316
55
$259K 0.22%
1,514
-472
56
$247K 0.21%
1,559
-594
57
$236K 0.2%
2,018
-494
58
$233K 0.2%
3,432
+2,737
59
$231K 0.19%
7,036
+2,436
60
$225K 0.19%
1,452
-150
61
$222K 0.19%
1,215
-28
62
$208K 0.18%
942
+3
63
$206K 0.17%
1,185
+343
64
$203K 0.17%
7,760
+71
65
$199K 0.17%
11,096
66
– –
-539
67
– –
-258
68
– –
-77
69
– –
-207
70
– –
-18
71
– –
-7
72
– –
-611
73
– –
-315
74
– –
-1,000
75
– –
-1,756
1 2
3
4 5