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
$1.21B
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$34.5M
2
+$33.3M
3
+$29.9M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$27.7M
5
IXC icon
iShares Global Energy ETF
IXC
+$21.4M

Top Sells

1
+$38.9M
2
+$14.5M
3
+$6.84M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$4.66M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$3.95M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.8M 1.64%
722,034
+574,607
27
$19.1M 1.58%
463,499
-4,781
28
$18.7M 1.54%
350,475
+14,308
29
$18.2M 1.5%
395,892
+195,966
30
$15.9M 1.31%
155,404
+2,500
31
$15.7M 1.3%
164,141
+17,840
32
$13.8M 1.14%
+377,744
33
$13.8M 1.14%
107,856
+36,182
34
$11.7M 0.97%
222,599
+67,400
35
$11.6M 0.96%
404,031
-126,574
36
$9.81M 0.81%
453,082
+340,019
37
$9.25M 0.76%
39,144
-16,729
38
$7.99M 0.66%
+143,300
39
$6.92M 0.57%
134,828
+105,261
40
$6.4M 0.53%
122,831
+14,084
41
$5.84M 0.48%
+128,921
42
$5.4M 0.45%
172,804
+50,955
43
$4.3M 0.36%
49,111
+13,746
44
$3.49M 0.29%
+8,101
45
$3.3M 0.27%
48,792
-3,363
46
$3.05M 0.25%
85,891
+4,952
47
$2.67M 0.22%
31,497
+24,851
48
$2.54M 0.21%
30,305
+21,710
49
$2M 0.17%
66,659
-20,911
50
$2M 0.17%
24,642
-479,436
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