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
$475M
AUM Growth
+$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$4.46M
3
+$3.97M
4
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$3.86M
5
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$3.41M

Top Sells

1
+$4.69M
2
+$1.71M
3
+$1.49M
4
EWG icon
iShares MSCI Germany ETF
EWG
+$991K
5
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$268K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.62M 1.39%
46,242
-11,984
27
$5.39M 1.13%
81,551
+8,259
28
$5.38M 1.13%
187,270
+53,149
29
$3.58M 0.75%
77,144
+12,366
30
$3.1M 0.65%
27,327
-41,388
31
$2.82M 0.59%
85,460
-45,146
32
$2.25M 0.47%
141,228
-5,652
33
$2.07M 0.44%
23,788
+906
34
$1.94M 0.41%
51,673
+261
35
$1.65M 0.35%
53,552
+3,482
36
$1.36M 0.29%
20,415
+1,840
37
$1.31M 0.28%
23,234
+1,891
38
$1.3M 0.27%
32,577
+28,673
39
$1.04M 0.22%
+46,260
40
$828K 0.17%
33,846
+4,101
41
$580K 0.12%
9,885
+1,678
42
$569K 0.12%
15,641
+2,291
43
$512K 0.11%
19,040
-36,856
44
$478K 0.1%
3,710
-1,203
45
$470K 0.1%
7,696
+2,436
46
$423K 0.09%
10,312
-6,544
47
$373K 0.08%
6,812
+4,960
48
$365K 0.08%
9,245
+3,366
49
$253K 0.05%
4,410
+3,236
50
$248K 0.05%
5,061
+3,102
1
2
3