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
$121M
AUM Growth
+$9.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
668
New
Increased
Reduced
Closed

Top Buys

1 +$1.67M
2 +$1.15M
3 +$928K
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$625K
5
VB icon
Vanguard Small-Cap ETF
VB
+$619K

Top Sells

1 +$54.2K
2 +$45K
3 +$32.2K
4
PFE icon
Pfizer
PFE
+$27.4K
5
UNP icon
Union Pacific
UNP
+$23K

Sector Composition

1 Technology 4.13%
2 Consumer Discretionary 2.03%
3 Financials 1.58%
4 Healthcare 1.28%
5 Communication Services 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$176K 0.15%
2,254
77
$176K 0.15%
1,318
+155
78
$165K 0.14%
741
-67
79
$164K 0.14%
3,153
+17
80
$160K 0.13%
1,243
+120
81
$160K 0.13%
9,270
+6
82
$158K 0.13%
3,722
83
$156K 0.13%
599
84
$153K 0.13%
3,034
+438
85
$153K 0.13%
903
-97
86
$148K 0.12%
1,140
+3
87
$145K 0.12%
428
88
$142K 0.12%
4,600
+800
89
$141K 0.12%
2,290
+252
90
$136K 0.11%
223
91
$126K 0.1%
489
+381
92
$126K 0.1%
842
+642
93
$125K 0.1%
2,061
+5
94
$121K 0.1%
721
+2
95
$121K 0.1%
3,991
96
$118K 0.1%
+4,024
97
$117K 0.1%
+3,730
98
$117K 0.1%
2,340
+26
99
$116K 0.1%
978
-53
100
$116K 0.1%
1,000
+2