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
126
$51K 0.05%
+1,326
127
$51K 0.05%
+623
128
$51K 0.05%
+970
129
$50K 0.05%
+134
130
$48K 0.05%
+555
131
$47K 0.05%
+533
132
$47K 0.05%
+909
133
$46K 0.05%
+780
134
$46K 0.05%
+248
135
$43K 0.04%
+228
136
$40K 0.04%
+1,546
137
$40K 0.04%
+3,000
138
$39K 0.04%
+82
139
$39K 0.04%
+511
140
$39K 0.04%
+453
141
$38K 0.04%
+1,416
142
$38K 0.04%
+56
143
$38K 0.04%
+637
144
$38K 0.04%
+236
145
$38K 0.04%
+117
146
$37K 0.04%
+581
147
$37K 0.04%
+2,333
148
$37K 0.04%
+104
149
$37K 0.04%
+315
150
$36K 0.04%
+305
4 5
6
7 8