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
$118M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$1.21M
3
+$1.13M
4
AAPL icon
Apple
AAPL
+$679K
5
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$667K

Top Sells

1
+$1.34M
2
+$785K
3
+$460K
4
POCT icon
Innovator US Equity Power Buffer ETF October
POCT
+$221K
5
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$199K

Sector Composition

1 Technology 3.49%
2 Consumer Staples 1.31%
3 Financials 1.1%
4 Consumer Discretionary 1.06%
5 Healthcare 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$265K 0.22%
+9,712
52
$255K 0.22%
934
-87
53
$244K 0.21%
1,374
+152
54
$233K 0.2%
7,841
+1,036
55
$229K 0.19%
4,671
56
$199K 0.17%
7,035
57
$199K 0.17%
+3,918
58
$199K 0.17%
709
-201
59
$197K 0.17%
3,432
60
$188K 0.16%
+906
61
$167K 0.14%
1,484
-74
62
$166K 0.14%
+7,758
63
$164K 0.14%
+949
64
$160K 0.14%
+7,146
65
$158K 0.13%
+3,018
66
$155K 0.13%
+1,216
67
$151K 0.13%
+1,185
68
$149K 0.13%
+880
69
$149K 0.13%
+4,611
70
$147K 0.12%
+884
71
$146K 0.12%
+3,182
72
$145K 0.12%
+11,096
73
$145K 0.12%
+9,200
74
$145K 0.12%
+735
75
$144K 0.12%
+1,070
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3
4 5