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
State Street 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
126
$59K 0.05%
+336
127
$59K 0.05%
+1,623
128
$59K 0.05%
+461
129
$58K 0.05%
+731
130
$58K 0.05%
+1,059
131
$57K 0.05%
+405
132
$56K 0.05%
+1,255
133
$56K 0.05%
+2,490
134
$56K 0.05%
+1,508
135
$55K 0.05%
+1,203
136
$55K 0.05%
+1,200
137
$55K 0.05%
+866
138
$54K 0.05%
+336
139
$53K 0.04%
+315
140
$52K 0.04%
+189
141
$51K 0.04%
+761
142
$51K 0.04%
+848
143
$51K 0.04%
+1,856
144
$50K 0.04%
+1,264
145
$49K 0.04%
+465
146
$48K 0.04%
+229
147
$48K 0.04%
+584
148
$48K 0.04%
+94
149
$47K 0.04%
+286
150
$47K 0.04%
+1,500
4 5
6
7 8