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
$420M
AUM Growth
+$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$11.2M
3
+$9.17M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$7.34M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$5.64M

Top Sells

1
+$7.97M
2
+$3.77M
3
+$3.37M
4
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$2.94M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.85M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.62M 1.34%
64,319
+1,420
27
$4.84M 1.15%
73,292
-120,671
28
$4.53M 1.08%
130,606
+10,631
29
$4.44M 1.06%
+87,231
30
$3.88M 0.92%
+134,121
31
$2.99M 0.71%
64,778
+14,893
32
$2.1M 0.5%
146,880
+17,551
33
$2M 0.47%
22,882
-31,936
34
$1.9M 0.45%
51,412
+13,723
35
$1.57M 0.37%
55,896
-25,418
36
$1.54M 0.37%
50,070
-41
37
$1.28M 0.3%
21,343
+3,054
38
$1.23M 0.29%
18,575
+1,634
39
$740K 0.18%
29,745
+7,684
40
$643K 0.15%
16,856
-88,232
41
$641K 0.15%
4,913
-9,020
42
$492K 0.12%
8,207
+1,673
43
$467K 0.11%
13,350
-37,110
44
$325K 0.08%
+5,260
45
$228K 0.05%
5,879
-281
46
$167K 0.04%
3,904
-20,017
47
$101K 0.02%
+1,959
48
$97K 0.02%
+1,852
49
$67K 0.02%
+1,174
50
$43K 0.01%
229
-7,060
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