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
176
$32K 0.03%
+427
177
$32K 0.03%
+957
178
$32K 0.03%
+445
179
$31K 0.03%
+579
180
$31K 0.03%
+242
181
$30K 0.03%
+195
182
$30K 0.03%
+616
183
$29K 0.02%
+53
184
$29K 0.02%
+580
185
$29K 0.02%
+78
186
$29K 0.02%
+600
187
$28K 0.02%
+116
188
$27K 0.02%
+382
189
$27K 0.02%
+478
190
$27K 0.02%
+600
191
$26K 0.02%
+409
192
$26K 0.02%
+284
193
$26K 0.02%
+117
194
$25K 0.02%
+373
195
$25K 0.02%
+1,472
196
$25K 0.02%
+315
197
$25K 0.02%
+517
198
$25K 0.02%
+250
199
$25K 0.02%
+1,500
200
$25K 0.02%
+309
6 7
8
9 10