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
1
$14.2M 11.74%
191,791
+15,435
2
$11.5M 9.48%
179,768
+6,518
3
$10.6M 8.69%
193,073
+16,982
4
$9.59M 7.9%
313,155
+20,406
5
$5.27M 4.34%
24,097
+2,831
6
$4.25M 3.5%
99,901
+8,755
7
$3.92M 3.23%
74,605
+5,095
8
$2.62M 2.16%
18,531
+172
9
$2.42M 1.99%
82,413
-1,847
10
$2.05M 1.69%
18,805
+319
11
$2M 1.64%
17,381
+3,146
12
$1.95M 1.6%
66,969
+10,763
13
$1.89M 1.56%
23,590
+1,844
14
$1.72M 1.42%
56,009
+54,375
15
$1.36M 1.12%
47,180
+212
16
$1.36M 1.12%
24,682
+3,283
17
$1.35M 1.11%
13,299
+55
18
$1.16M 0.96%
37,212
+186
19
$1.16M 0.96%
4,701
+2
20
$1.12M 0.92%
43,203
+1,345
21
$1.03M 0.85%
13,197
+1,596
22
$1.01M 0.83%
35,327
-4
23
$999K 0.82%
6,080
+1,180
24
$982K 0.81%
18,533
+50
25
$971K 0.8%
26,818
+4,608
1
2 3 4 5