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
$120M
AUM Growth
+$6.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$986K
3
+$700K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$504K
5
NULV icon
Nuveen ESG Large-Cap Value ETF
NULV
+$422K

Top Sells

1
+$5.12M
2
+$1.32M
3
+$1.29M
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.09M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$796K

Sector Composition

1 Technology 3.94%
2 Consumer Discretionary 1.03%
3 Communication Services 0.74%
4 Financials 0.54%
5 Consumer Staples 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.8M 14.74%
252,472
-72,827
2
$12.7M 10.5%
246,743
-25,085
3
$11.7M 9.67%
401,063
-37,466
4
$7.3M 6.06%
131,755
+12,625
5
$7.26M 6.03%
34,027
-6,189
6
$6.39M 5.31%
180,504
+14,236
7
$5.35M 4.44%
12,242
+942
8
$5.06M 4.2%
96,651
+75,707
9
$3.52M 2.92%
96,695
+27,107
10
$3.48M 2.89%
18,057
+499
11
$3M 2.49%
36,882
+1,764
12
$2.91M 2.42%
95,218
-9,643
13
$2.79M 2.32%
94,797
+13,643
14
$2.42M 2.01%
94,359
+12,689
15
$1.96M 1.63%
80,163
-2,792
16
$1.59M 1.32%
33,260
-700
17
$1.37M 1.13%
29,296
+2,267
18
$1.31M 1.08%
20,062
-12,238
19
$1.24M 1.03%
8,183
+207
20
$1.22M 1.02%
24,550
+703
21
$1.14M 0.94%
14,688
+1,891
22
$1.08M 0.9%
31,856
+2,785
23
$1.08M 0.89%
18,411
+587
24
$1.03M 0.86%
9,522
-729
25
$943K 0.78%
3,760
+32
1
2 3