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
$144M
AUM Growth
+$3.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.05M
3
+$946K
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$768K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$487K

Top Sells

1
+$900K
2
+$586K
3
+$447K
4
AAPL icon
Apple
AAPL
+$324K
5
AMZN icon
Amazon
AMZN
+$285K

Sector Composition

1 Technology 4.85%
2 Communication Services 1.26%
3 Financials 1.24%
4 Consumer Discretionary 1.04%
5 Consumer Staples 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$363K 0.25%
1,375
+10
52
$333K 0.23%
363
53
$325K 0.23%
5,216
+1
54
$317K 0.22%
1,095
-73
55
$314K 0.22%
+9,134
56
$313K 0.22%
1,162
+119
57
$288K 0.2%
2,797
-383
58
$286K 0.2%
+3,661
59
$277K 0.19%
1,872
-192
60
$277K 0.19%
11,126
+104
61
$268K 0.19%
524
-7
62
$256K 0.18%
1,103
-58
63
$233K 0.16%
+1,179
64
$225K 0.16%
8,102
+29
65
$218K 0.15%
+1,349
66
$209K 0.15%
337
-71
67
$207K 0.14%
+656
68
– –
-3,231
69
– –
-865
70
– –
-10,264
1 2
3