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
176
$41K 0.03%
602
177
$41K 0.03%
1,500
178
$40K 0.03%
+600
179
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315
180
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181
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513
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182
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643
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183
$39K 0.03%
53
184
$38K 0.03%
111
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185
$38K 0.03%
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186
$38K 0.03%
611
187
$37K 0.03%
454
188
$36K 0.03%
217
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189
$36K 0.03%
611
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190
$36K 0.03%
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191
$35K 0.03%
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192
$35K 0.03%
240
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193
$35K 0.03%
260
194
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581
195
$34K 0.03%
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196
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197
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-2
198
$34K 0.03%
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199
$34K 0.03%
600
200
$34K 0.03%
957
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