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
$96.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.49M
3
+$8.99M
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$8.66M
5
VB icon
Vanguard Small-Cap ETF
VB
+$4.15M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.24%
2 Consumer Discretionary 2.17%
3 Financials 1.71%
4 Healthcare 1.51%
5 Communication Services 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$121K 0.12%
+2,587
77
$116K 0.12%
+998
78
$116K 0.12%
+223
79
$108K 0.11%
+1,684
80
$105K 0.11%
+2,716
81
$105K 0.11%
+1,798
82
$101K 0.1%
+717
83
$100K 0.1%
+2,051
84
$100K 0.1%
+363
85
$99K 0.1%
+1,623
86
$98K 0.1%
+300
87
$97K 0.1%
+488
88
$97K 0.1%
+1,252
89
$96K 0.1%
+582
90
$93K 0.1%
+1,749
91
$92K 0.09%
+412
92
$90K 0.09%
+1,158
93
$90K 0.09%
+759
94
$87K 0.09%
+1,802
95
$83K 0.09%
+1,125
96
$83K 0.09%
+375
97
$80K 0.08%
+843
98
$80K 0.08%
+870
99
$80K 0.08%
+539
100
$78K 0.08%
+1,437
2 3
4
5 6