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
151
$56K 0.05%
254
+101
152
$56K 0.05%
+544
153
$55K 0.05%
315
-10
154
$54K 0.04%
260
155
$54K 0.04%
253
156
$54K 0.04%
766
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157
$53K 0.04%
2,008
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158
$53K 0.04%
1,357
+15
159
$52K 0.04%
134
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$51K 0.04%
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161
$50K 0.04%
494
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162
$49K 0.04%
337
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163
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164
$49K 0.04%
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165
$47K 0.04%
82
166
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167
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230
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168
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169
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173
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174
$42K 0.03%
300
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175
$42K 0.03%
504
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7
8 9