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
$119M
AUM Growth
-$2.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$2.12M
3
+$1.87M
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.46M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.31M

Top Sells

1
+$763K
2
+$727K
3
+$710K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$508K
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$382K

Sector Composition

1 Technology 3.52%
2 Consumer Discretionary 0.99%
3 Consumer Staples 0.74%
4 Communication Services 0.55%
5 Financials 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.4M 13.83%
220,175
+28,384
2
$14.1M 11.89%
194,822
+15,054
3
$13.3M 11.19%
246,737
+53,664
4
$11M 9.25%
361,219
+48,064
5
$6.75M 5.69%
29,882
+5,785
6
$4.93M 4.15%
87,135
+12,530
7
$4.75M 4%
114,531
+14,630
8
$3.86M 3.25%
33,801
+16,420
9
$3.28M 2.76%
18,491
-40
10
$2.54M 2.14%
83,575
+1,162
11
$2.02M 1.7%
36,955
+12,273
12
$1.94M 1.63%
63,354
+7,345
13
$1.78M 1.5%
58,736
-8,233
14
$1.43M 1.2%
12,458
-6,347
15
$1.4M 1.18%
47,475
+295
16
$1.4M 1.18%
3,213
+1,048
17
$1.4M 1.18%
12,187
-1,112
18
$1.36M 1.15%
15,511
-8,079
19
$1.22M 1.03%
20,933
+2,400
20
$1.21M 1.02%
39,123
+17,922
21
$1.12M 0.94%
4,195
-506
22
$1.06M 0.89%
41,358
-1,845
23
$1.02M 0.86%
34,891
-436
24
$989K 0.83%
27,101
+283
25
$937K 0.79%
5,620
-460
1
2 3 4 5