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
$874M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$10.4M
3
+$9.96M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$9.36M
5
IAU icon
iShares Gold Trust
IAU
+$9.11M

Top Sells

1
+$29.3M
2
+$16.1M
3
+$12.6M
4
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$12.3M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.92M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.4M 1.41%
145,925
+6,859
27
$11.6M 1.33%
83,921
-64,573
28
$10.8M 1.24%
346,409
+8,962
29
$10.7M 1.22%
50,324
-31,864
30
$10.2M 1.16%
222,723
-115,519
31
$9.96M 1.14%
+121,579
32
$8.55M 0.98%
202,587
-299,427
33
$6.88M 0.79%
134,750
-13,685
34
$6.21M 0.71%
48,771
-2,894
35
$5.69M 0.65%
126,349
+46,504
36
$5.01M 0.57%
130,974
-5,453
37
$3.3M 0.38%
47,554
-2,915
38
$3M 0.34%
37,787
-8,876
39
$2.96M 0.34%
94,398
+51,305
40
$2.38M 0.27%
69,223
-2,299
41
$1.1M 0.13%
14,450
+738
42
$887K 0.1%
12,025
+824
43
$872K 0.1%
33,551
+44
44
$595K 0.07%
9,580
+820
45
$533K 0.06%
9,155
+605
46
$89K 0.01%
1,703
-1,392
47
$21K ﹤0.01%
559
+215
48
$14K ﹤0.01%
146
-334
49
$10K ﹤0.01%
354
-68
50
– –
-42,549
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