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
101
$109K 0.09%
564
102
$108K 0.09%
1,258
+1
103
$106K 0.09%
400
+120
104
$106K 0.09%
1,749
105
$104K 0.09%
2,157
106
$102K 0.08%
363
107
$102K 0.08%
352
108
$100K 0.08%
369
-119
109
$100K 0.08%
1,350
110
$100K 0.08%
414
+1
111
$99K 0.08%
365
+19
112
$99K 0.08%
4,760
+960
113
$98K 0.08%
1,809
+6
114
$96K 0.08%
1,807
+4
115
$94K 0.08%
300
116
$92K 0.08%
387
+12
117
$89K 0.07%
872
+2
118
$89K 0.07%
1,162
+2
119
$89K 0.07%
2,372
+1,172
120
$85K 0.07%
849
121
$84K 0.07%
257
+1
122
$83K 0.07%
1,623
123
$82K 0.07%
1,092
+9
124
$81K 0.07%
1,450
+6
125
$81K 0.07%
933
+377
3 4
5
6 7