MD

Money Design Portfolio holdings

AUM $2.14B
1-Year Est. Return 10.33%
This Quarter Est. Return
1 Year Est. Return
+10.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$10.7M
3
+$10.7M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$10.6M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$7.25M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$455K 0.39%
+11,713
27
$446K 0.38%
+12,351
28
$317K 0.27%
+4,742
29
$213K 0.18%
+4,845
30
$179K 0.15%
+4,659
31
$139K 0.12%
+3,187
32
$126K 0.11%
+984
33
$50K 0.04%
+1,192
34
$48K 0.04%
+317
35
$11K 0.01%
+183
1
2