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
$120M
AUM Growth
+$6.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$986K
3
+$700K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$504K
5
NULV icon
Nuveen ESG Large-Cap Value ETF
NULV
+$422K

Top Sells

1
+$5.12M
2
+$1.32M
3
+$1.29M
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.09M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$796K

Sector Composition

1 Technology 3.94%
2 Consumer Discretionary 1.03%
3 Communication Services 0.74%
4 Financials 0.54%
5 Consumer Staples 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$290K 0.24%
1,703
+93
52
$289K 0.24%
8,092
+77
53
$272K 0.23%
11,140
+72
54
$272K 0.23%
9,135
-4,370
55
$249K 0.21%
1,051
-43
56
$242K 0.2%
1,259
-27
57
$241K 0.2%
918
+2
58
$233K 0.19%
3,255
-714
59
$226K 0.19%
+552
60
$213K 0.18%
+440
61
$213K 0.18%
+976
62
– –
-13,101
63
– –
-1,942
1 2
3