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
151
$36K 0.04%
+888
152
$36K 0.04%
+500
153
$36K 0.04%
+608
154
$35K 0.04%
+450
155
$35K 0.04%
+376
156
$34K 0.04%
+353
157
$34K 0.04%
+153
158
$34K 0.04%
+126
159
$34K 0.04%
+957
160
$33K 0.03%
+53
161
$33K 0.03%
+101
162
$32K 0.03%
+601
163
$32K 0.03%
+230
164
$32K 0.03%
+22
165
$32K 0.03%
+463
166
$32K 0.03%
+1,417
167
$31K 0.03%
+399
168
$31K 0.03%
+84
169
$31K 0.03%
+1,055
170
$30K 0.03%
+578
171
$30K 0.03%
+308
172
$29K 0.03%
+107
173
$29K 0.03%
+86
174
$29K 0.03%
+184
175
$29K 0.03%
+613
5 6
7
8 9