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
1
$16.5M 13.99%
280,809
+50,601
2
$13.8M 11.69%
273,291
+23,959
3
$10.1M 8.52%
341,699
+22,643
4
$6.76M 5.72%
38,382
+2,868
5
$5.56M 4.71%
199,280
+40,378
6
$4.9M 4.15%
140,843
+10,727
7
$4.64M 3.93%
102,610
+9,365
8
$2.91M 2.46%
28,614
-1,289
9
$2.74M 2.32%
52,444
-15,021
10
$2.6M 2.2%
7,494
+1,333
11
$2.51M 2.12%
18,359
+4,968
12
$2.27M 1.92%
80,691
-7,878
13
$1.99M 1.68%
65,967
-2,431
14
$1.66M 1.4%
33,294
+1,485
15
$1.65M 1.4%
58,782
+5,145
16
$1.35M 1.14%
56,018
+14,160
17
$1.17M 0.99%
43,293
+59
18
$1.08M 0.92%
38,284
+1,209
19
$1.06M 0.9%
11,622
+3,408
20
$985K 0.83%
4,182
+131
21
$978K 0.83%
34,450
+15,415
22
$974K 0.82%
19,897
+7,281
23
$971K 0.82%
14,622
-264
24
$971K 0.82%
38,503
+26,002
25
$928K 0.79%
10,047
+917
1
2 3 4 5