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
$969M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$38.5M
2
+$25.6M
3
+$13.5M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$8.2M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$7.85M

Top Sells

1
+$19.5M
2
+$12.7M
3
+$11.6M
4
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$4.76M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$3.93M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.6M 1.61%
530,605
+225,805
27
$14M 1.44%
146,301
+4,157
28
$13.2M 1.36%
55,873
+5,104
29
$9.18M 0.95%
71,674
+12,043
30
$9.07M 0.94%
199,926
+10,369
31
$8.46M 0.87%
317,964
-23,452
32
$8.13M 0.84%
155,199
+13,562
33
$6.84M 0.71%
132,304
+118,402
34
$5.86M 0.6%
108,747
+2,479
35
$5.17M 0.53%
56,786
36
$4.66M 0.48%
118,369
37
$4.09M 0.42%
147,427
38
$3.81M 0.39%
121,849
+7,758
39
$3.54M 0.37%
52,155
+6,131
40
$3.11M 0.32%
35,365
-531
41
$2.97M 0.31%
80,939
+7,998
42
$2.75M 0.28%
87,570
43
$2.65M 0.27%
113,063
+16,420
44
$2.18M 0.23%
15,546
45
$2.13M 0.22%
31,609
46
$1.57M 0.16%
29,567
47
$1.35M 0.14%
13,428
48
$1.21M 0.12%
46,733
49
$981K 0.1%
7,299
-86,170
50
$906K 0.09%
40,893
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