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
1
$11.9M 12.28%
+165,215
2
$9.49M 9.79%
+168,279
3
$8.99M 9.28%
+164,437
4
$8.66M 8.94%
+282,543
5
$4.15M 4.28%
+19,384
6
$3.75M 3.87%
+85,735
7
$3.47M 3.58%
+66,735
8
$2.4M 2.48%
+84,260
9
$2.19M 2.26%
+17,973
10
$2.06M 2.12%
+18,961
11
$1.61M 1.67%
+56,206
12
$1.51M 1.56%
+13,252
13
$1.3M 1.34%
+46,628
14
$1.17M 1.21%
+13,339
15
$1.16M 1.19%
+36,925
16
$1.12M 1.16%
+15,189
17
$1.1M 1.14%
+20,103
18
$1.04M 1.08%
+4,554
19
$972K 1%
+35,331
20
$911K 0.94%
+18,525
21
$822K 0.85%
+31,647
22
$765K 0.79%
+21,627
23
$755K 0.78%
+4,880
24
$682K 0.7%
+21,611
25
$675K 0.7%
+22,776
1
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