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
101
$96K 0.08%
+2,064
102
$96K 0.08%
+935
103
$93K 0.08%
+1,830
104
$91K 0.08%
+764
105
$86K 0.07%
+619
106
$86K 0.07%
+2,795
107
$83K 0.07%
+1,178
108
$82K 0.07%
+758
109
$82K 0.07%
+888
110
$81K 0.07%
+2,991
111
$80K 0.07%
+804
112
$79K 0.07%
+1,350
113
$78K 0.07%
+2,472
114
$74K 0.06%
+1,866
115
$71K 0.06%
+736
116
$70K 0.06%
1,863
-5,283
117
$70K 0.06%
+950
118
$69K 0.06%
+850
119
$69K 0.06%
+350
120
$67K 0.06%
+1,296
121
$64K 0.05%
+1,634
122
$64K 0.05%
+2,205
123
$64K 0.05%
+289
124
$63K 0.05%
+1,257
125
$63K 0.05%
+100
3 4
5
6 7