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
76
$140K 0.12%
+5,128
77
$138K 0.12%
+1,808
78
$137K 0.12%
+9,270
79
$136K 0.12%
+2,770
80
$129K 0.11%
+2,060
81
$123K 0.1%
+378
82
$120K 0.1%
+3,647
83
$120K 0.1%
+803
84
$118K 0.1%
+601
85
$117K 0.1%
+3,822
86
$115K 0.1%
+4,024
87
$113K 0.1%
+2,721
88
$110K 0.09%
+2,160
89
$109K 0.09%
+1,159
90
$108K 0.09%
+3,466
91
$108K 0.09%
+480
92
$107K 0.09%
+1,053
93
$106K 0.09%
+1,026
94
$105K 0.09%
+1,497
95
$102K 0.09%
+400
96
$101K 0.09%
+1,109
97
$101K 0.09%
+1,324
98
$100K 0.08%
+7,500
99
$99K 0.08%
+2,427
100
$97K 0.08%
+392
2 3
4
5 6