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
201
$33K 0.03%
1,144
202
$33K 0.03%
317
203
$32K 0.03%
185
204
$32K 0.03%
1,055
205
$32K 0.03%
629
-94
206
$32K 0.03%
1,593
+160
207
$32K 0.03%
581
+2
208
$32K 0.03%
195
209
$32K 0.03%
117
+1
210
$31K 0.03%
1,390
211
$30K 0.02%
402
+2
212
$30K 0.02%
186
-13
213
$30K 0.02%
382
214
$30K 0.02%
478
215
$30K 0.02%
+400
216
$30K 0.02%
644
-146
217
$29K 0.02%
376
218
$29K 0.02%
421
-24
219
$29K 0.02%
90
220
$29K 0.02%
282
221
$29K 0.02%
110
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222
$29K 0.02%
86
223
$29K 0.02%
486
224
$29K 0.02%
1,000
225
$29K 0.02%
351
-50
7 8
9
10 11