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
$834M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$43.3M
2
+$16.1M
3
+$14.7M
4
IAU icon
iShares Gold Trust
IAU
+$13.6M
5
VTV icon
Vanguard Value ETF
VTV
+$12.3M

Top Sells

1
+$22.9M
2
+$10.9M
3
+$9.05M
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$8.81M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$6.62M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.1M 1.33%
139,066
+18,360
27
$10.7M 1.29%
127,813
+79,379
28
$10.3M 1.24%
628,318
+251,027
29
$10M 1.2%
337,447
+44,421
30
$9.78M 1.17%
226,153
-209,327
31
$9.49M 1.14%
245,934
+90,455
32
$8.09M 0.97%
+147,362
33
$7.57M 0.91%
148,435
-22,887
34
$6.54M 0.78%
51,665
-13,934
35
$5.81M 0.7%
154,779
+113,581
36
$5.4M 0.65%
256,565
+153,048
37
$4.61M 0.55%
249,128
+193,189
38
$4.09M 0.49%
136,427
-12,643
39
$3.73M 0.45%
79,845
+28,880
40
$3.56M 0.43%
50,469
+3,119
41
$3.17M 0.38%
46,663
-38,733
42
$2.13M 0.25%
71,522
+16,712
43
$1.35M 0.16%
+43,093
44
$1.31M 0.16%
42,549
-21,403
45
$985K 0.12%
13,712
+252
46
$819K 0.1%
33,507
-672
47
$739K 0.09%
11,201
+1,675
48
$474K 0.06%
8,550
-777
49
$463K 0.06%
8,760
-501
50
$286K 0.03%
851
+199
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