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
$702M
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$34.6M
2
+$22.8M
3
+$20.2M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$19.1M
5
EWT icon
iShares MSCI Taiwan ETF
EWT
+$16.2M

Top Sells

1
+$24.8M
2
+$14.8M
3
+$12.2M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$11M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$10.3M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.51M 1.36%
120,706
+8,681
27
$8.81M 1.26%
715,988
+48,796
28
$8.6M 1.22%
171,322
-5,795
29
$8.47M 1.21%
293,026
+25,435
30
$8.07M 1.15%
65,599
-7,200
31
$7.62M 1.08%
97,423
+84,516
32
$7.37M 1.05%
377,291
-135,526
33
$5.95M 0.85%
155,479
-118,400
34
$5.68M 0.81%
+197,383
35
$5.64M 0.8%
149,070
-27,069
36
$5.43M 0.77%
85,396
-58,903
37
$4.4M 0.63%
110,677
-372,248
38
$4.07M 0.58%
127,786
-110,944
39
$3.95M 0.56%
48,434
+24,490
40
$3.95M 0.56%
+145,642
41
$3.34M 0.48%
47,350
+28,763
42
$3.22M 0.46%
56,398
+51,394
43
$2.45M 0.35%
+22,903
44
$2.39M 0.34%
50,965
+31,912
45
$2.16M 0.31%
103,517
-144,891
46
$1.97M 0.28%
63,952
-1,872
47
$1.58M 0.23%
54,810
+8,811
48
$1.52M 0.22%
41,198
-44,155
49
$1.09M 0.15%
+5,439
50
$926K 0.13%
13,460
+2,324
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