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
101
$78K 0.08%
+255
102
$75K 0.08%
+833
103
$75K 0.08%
+2,769
104
$75K 0.08%
+600
105
$75K 0.08%
+950
106
$73K 0.08%
+346
107
$71K 0.07%
+1,391
108
$67K 0.07%
+280
109
$64K 0.07%
+1,255
110
$64K 0.07%
+100
111
$63K 0.07%
+741
112
$63K 0.07%
+1,491
113
$63K 0.07%
+968
114
$63K 0.07%
+1,991
115
$62K 0.06%
+1,157
116
$62K 0.06%
+586
117
$60K 0.06%
+235
118
$60K 0.06%
+931
119
$59K 0.06%
+530
120
$57K 0.06%
+253
121
$57K 0.06%
+1,856
122
$54K 0.06%
+315
123
$54K 0.06%
+723
124
$53K 0.05%
+1,685
125
$52K 0.05%
+260
3 4
5
6 7