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
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
151
$45K 0.04%
+1,375
152
$45K 0.04%
+843
153
$44K 0.04%
+194
154
$44K 0.04%
+1,527
155
$44K 0.04%
+500
156
$43K 0.04%
+525
157
$43K 0.04%
+613
158
$43K 0.04%
+668
159
$43K 0.04%
+1,071
160
$40K 0.03%
+1,121
161
$38K 0.03%
+1,110
162
$38K 0.03%
+610
163
$37K 0.03%
+340
164
$37K 0.03%
+113
165
$36K 0.03%
+55
166
$36K 0.03%
+471
167
$35K 0.03%
+205
168
$35K 0.03%
+2,290
169
$34K 0.03%
+1,093
170
$34K 0.03%
537
-7,259
171
$34K 0.03%
+318
172
$33K 0.03%
+76
173
$33K 0.03%
+179
174
$33K 0.03%
+425
175
$32K 0.03%
+103
5 6
7
8 9