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
$171M
AUM Growth
+$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$8.35M
3
+$4.23M
4
VTV icon
Vanguard Value ETF
VTV
+$4.07M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$3.67M

Top Sells

1
+$3.75M
2
+$714K
3
+$446K
4
FXI icon
iShares China Large-Cap ETF
FXI
+$213K
5
EWY icon
iShares MSCI South Korea ETF
EWY
+$190K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$248K 0.15%
6,124
+1,465
27
$74K 0.04%
+1,502
28
– –
-115,729
29
– –
-12,351
30
– –
-1,192
31
– –
-4,845
32
– –
-27,710
33
– –
-317
34
– –
-984
35
– –
-183
36
– –
-3,187
1
2