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
201
$24K 0.02%
+605
202
$24K 0.02%
+670
203
$24K 0.02%
+115
204
$24K 0.02%
+175
205
$24K 0.02%
+288
206
$24K 0.02%
+599
207
$24K 0.02%
+630
208
$23K 0.02%
+116
209
$23K 0.02%
+400
210
$23K 0.02%
+267
211
$22K 0.02%
+405
212
$22K 0.02%
+256
213
$22K 0.02%
+746
214
$22K 0.02%
+466
215
$21K 0.02%
+77
216
$21K 0.02%
+86
217
$21K 0.02%
+165
218
$21K 0.02%
+600
219
$21K 0.02%
+84
220
$21K 0.02%
+251
221
$21K 0.02%
+300
222
$20K 0.02%
+84
223
$20K 0.02%
+42
224
$20K 0.02%
+770
225
$20K 0.02%
+462
7 8
9
10 11