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
$314M
AUM Growth
+$39.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$29.2M
2
+$5.92M
3
+$4.64M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.29M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$2.9M

Top Sells

1
+$13.1M
2
+$8.23M
3
+$5.23M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.44M
5
IHY icon
VanEck International High Yield Bond ETF
IHY
+$1.21M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.38M 0.44%
41,778
+150
27
$1.32M 0.42%
+39,282
28
$1.21M 0.39%
43,863
+11,952
29
$898K 0.29%
+20,983
30
$586K 0.19%
19,703
+6,805
31
$541K 0.17%
7,183
+1,016
32
$413K 0.13%
10,787
+2,304
33
$314K 0.1%
+4,598
34
$203K 0.06%
+4,943
35
$150K 0.05%
+5,465
36
$106K 0.03%
758
+455
37
– –
-49,724
38
– –
-14,237
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