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
$144M
AUM Growth
+$3.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.05M
3
+$946K
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$768K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$487K

Top Sells

1
+$900K
2
+$586K
3
+$447K
4
AAPL icon
Apple
AAPL
+$324K
5
AMZN icon
Amazon
AMZN
+$285K

Sector Composition

1 Technology 4.85%
2 Communication Services 1.26%
3 Financials 1.24%
4 Consumer Discretionary 1.04%
5 Consumer Staples 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.9M 9.61%
268,340
+9,423
2
$13.5M 9.35%
465,167
+61,051
3
$13.3M 9.23%
189,442
-12,801
4
$9.81M 6.8%
176,231
+18,919
5
$9.46M 6.56%
246,604
+24,648
6
$8.56M 5.93%
137,362
+2,807
7
$7.74M 5.36%
14,358
+438
8
$5.27M 3.65%
171,503
+5,799
9
$4.52M 3.13%
18,793
-2,439
10
$4.28M 2.97%
171,324
+30,750
11
$4.25M 2.94%
93,750
+790
12
$4.14M 2.87%
16,541
-1,295
13
$3.78M 2.62%
47,137
+3,002
14
$3.31M 2.29%
110,129
+2,305
15
$1.95M 1.35%
38,118
+3,357
16
$1.84M 1.28%
39,708
+413
17
$1.8M 1.25%
22,847
+3,017
18
$1.61M 1.11%
65,054
-3,613
19
$1.5M 1.04%
6,822
-1,297
20
$1.46M 1.01%
10,871
+1,376
21
$1.39M 0.97%
27,927
+1,788
22
$1.37M 0.95%
19,239
-1,117
23
$1.26M 0.87%
14,331
-5,084
24
$1.24M 0.86%
36,229
+1,664
25
$1.19M 0.83%
28,955
+440
1
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