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
State Street 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
$24K 0.02%
+70
205
$24K 0.02%
+256
206
$24K 0.02%
+697
207
$24K 0.02%
+108
208
$23K 0.02%
+357
209
$23K 0.02%
+528
210
$23K 0.02%
+1,070
211
$23K 0.02%
+321
212
$22K 0.02%
+190
213
$22K 0.02%
+630
214
$21K 0.02%
+107
215
$21K 0.02%
+399
216
$21K 0.02%
+639
217
$21K 0.02%
+186
218
$21K 0.02%
+241
219
$21K 0.02%
+309
220
$21K 0.02%
+197
221
$21K 0.02%
+93
222
$20K 0.02%
+159
223
$20K 0.02%
+267
224
$20K 0.02%
+600
225
$20K 0.02%
+637
7 8
9
10 11