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
201
$24K 0.02%
+517
202
$24K 0.02%
+330
203
$24K 0.02%
+250
204
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+70
205
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206
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+697
207
$24K 0.02%
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208
$23K 0.02%
+1,070
209
$23K 0.02%
+357
210
$23K 0.02%
+528
211
$23K 0.02%
+321
212
$22K 0.02%
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$22K 0.02%
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214
$21K 0.02%
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$21K 0.02%
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217
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218
$21K 0.02%
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219
$21K 0.02%
+107
220
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$20K 0.02%
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224
$20K 0.02%
+600
225
$20K 0.02%
+637