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
$858M
AUM Growth
-$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$13.3M
3
+$11.3M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$8.14M
5
MOO icon
VanEck Agribusiness ETF
MOO
+$4.98M

Top Sells

1
+$18.6M
2
+$18.4M
3
+$16M
4
IXC icon
iShares Global Energy ETF
IXC
+$13.8M
5
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$10.7M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.9M 1.27%
50,769
+445
27
$8.88M 1.04%
304,800
-41,609
28
$8.54M 1%
189,557
-165,325
29
$8.42M 0.98%
341,416
-558,526
30
$7.48M 0.87%
59,631
+10,860
31
$7.3M 0.85%
141,637
+6,887
32
$5.21M 0.61%
106,268
-24,706
33
$4.98M 0.58%
+56,786
34
$4.54M 0.53%
+118,369
35
$3.76M 0.44%
+147,427
36
$3.57M 0.42%
114,091
+19,693
37
$3.13M 0.36%
35,896
-211,155
38
$3.09M 0.36%
46,024
-1,530
39
$2.94M 0.34%
35,958
-1,829
40
$2.69M 0.31%
+87,570
41
$2.51M 0.29%
72,941
+3,718
42
$2.35M 0.27%
96,643
-440,017
43
$2.1M 0.24%
+15,546
44
$1.99M 0.23%
31,609
-294,527
45
$1.5M 0.17%
+13,428
46
$1.49M 0.17%
+29,567
47
$1.19M 0.14%
46,733
+13,182
48
$905K 0.11%
+40,893
49
$698K 0.08%
+13,902
50
$662K 0.08%
8,595
-5,855
1
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