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
$241M
AUM Growth
+$70M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$9.97M
2 +$8.47M
3 +$7.91M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$7.67M
5
VTV icon
Vanguard Value ETF
VTV
+$6.27M

Top Sells

1 +$10.7M
2 +$4.92M
3 +$621K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$827K 0.34%
+32,437
27
$499K 0.21%
6,365
+512
28
$312K 0.13%
7,791
+1,667
29
$188K 0.08%
3,646
+2,144