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
126
$80K 0.07%
539
127
$79K 0.07%
1,800
128
$79K 0.07%
840
+3
129
$77K 0.06%
1,802
130
$77K 0.06%
2,797
+14
131
$76K 0.06%
1,189
+220
132
$75K 0.06%
950
133
$71K 0.06%
850
+250
134
$70K 0.06%
100
135
$69K 0.06%
510
-20
136
$68K 0.06%
1,200
137
$66K 0.05%
2,490
138
$65K 0.05%
1,255
139
$65K 0.05%
1,264
-133
140
$64K 0.05%
279
141
$61K 0.05%
2,333
142
$60K 0.05%
746
+3
143
$60K 0.05%
533
144
$58K 0.05%
1,126
-242
145
$58K 0.05%
1,159
146
$58K 0.05%
1,687
147
$58K 0.05%
1,856
148
$57K 0.05%
+1,122
149
$57K 0.05%
979
+4
150
$56K 0.05%
424
4 5
6
7 8