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
$565M
AUM Growth
+$726K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$6.31M
3
+$6.16M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$6.12M
5
MOO icon
VanEck Agribusiness ETF
MOO
+$5.35M

Top Sells

1
+$10.6M
2
+$7.26M
3
+$3.4M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$2.92M
5
IAU icon
iShares Gold Trust
IAU
+$2.34M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.96M 1.41%
144,299
-52,908
27
$7.79M 1.38%
112,025
+11,247
28
$7.51M 1.33%
667,192
+145,654
29
$7.44M 1.32%
267,591
+66,473
30
$6.77M 1.2%
238,730
+162,467
31
$5.63M 1%
167,755
+18,373
32
$5.35M 0.95%
+104,088
33
$5.12M 0.91%
176,139
+63,908
34
$4.76M 0.84%
+248,408
35
$2.64M 0.47%
+85,353
36
$1.92M 0.34%
63,475
+2,936
37
$1.87M 0.33%
65,824
-21,746
38
$1.84M 0.33%
23,944
-94,198
39
$1.75M 0.31%
55,002
-63,367
40
$1.31M 0.23%
18,587
-4,263
41
$1.23M 0.22%
45,999
+9,168
42
$1.18M 0.21%
+12,189
43
$900K 0.16%
19,053
+8,447
44
$876K 0.15%
+12,907
45
$754K 0.13%
35,470
-11,263
46
$679K 0.12%
11,136
+2,541
47
$518K 0.09%
10,773
+1,600
48
$447K 0.08%
8,611
+1,965
49
$401K 0.07%
8,395
+1,333
50
$394K 0.07%
+41,302
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