MD
Money Design Portfolio holdings
AUM
$2.14B
1-Year Return
10.33%
This Quarter Return
-6.75%
1 Year Return
+10.33%
3 Year Return
+26.41%
5 Year Return
+31.94%
10 Year Return
–
AUM
$315M
AUM Growth
+$1.76M
(+0.56%)
Cap. Flow
+$24.6M
Cap. Flow
% of AUM
7.8%
Top 10 Holdings %
Top 10 Hldgs %
64.89%
Holding
46
New
10
Increased
20
Reduced
13
Closed
3
Top Buys
| 1 |
Vanguard Mid-Cap Value ETF
VOE
|
$8.6M |
| 2 |
Vanguard Value ETF
VTV
|
$7.47M |
| 3 |
iShares MSCI Japan ETF
EWJ
|
$7.07M |
| 4 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$6.66M |
| 5 |
iShares MSCI Pacific ex Japan ETF
EPP
|
$4.1M |
Top Sells
| 1 |
iShares MSCI Taiwan ETF
EWT
|
$8.94M |
| 2 |
Vanguard Mid-Cap Growth ETF
VOT
|
$7.94M |
| 3 |
Vanguard FTSE Pacific ETF
VPL
|
$6.32M |
| 4 |
iShares US Real Estate ETF
IYR
|
$4.29M |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$4.24M |
