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
176
$29K 0.03%
+890
177
$29K 0.03%
+1,390
178
$28K 0.03%
+195
179
$28K 0.03%
+116
180
$28K 0.03%
+88
181
$28K 0.03%
+161
182
$28K 0.03%
+478
183
$28K 0.03%
+129
184
$27K 0.03%
+110
185
$27K 0.03%
+116
186
$27K 0.03%
+248
187
$27K 0.03%
+260
188
$27K 0.03%
+212
189
$27K 0.03%
+445
190
$27K 0.03%
+303
191
$27K 0.03%
+99
192
$26K 0.03%
+1,472
193
$26K 0.03%
+87
194
$26K 0.03%
+296
195
$26K 0.03%
+665
196
$25K 0.03%
+199
197
$25K 0.03%
+179
198
$25K 0.03%
+107
199
$24K 0.02%
+486
200
$24K 0.02%
+382
6 7
8
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