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
$1.48B
AUM Growth
-$3.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$17.9M
3
+$13.2M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$10.6M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$10.3M

Top Sells

1
+$51.6M
2
+$11.9M
3
+$9.62M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$7.66M
5
NULG icon
Nuveen ESG Large-Cap Growth ETF
NULG
+$7.39M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.2M 1.37%
328,155
-14,435
27
$18.8M 1.28%
457,557
+48,518
28
$18.7M 1.27%
372,984
+18,952
29
$18M 1.22%
499,509
+22,555
30
$15.8M 1.07%
310,082
-60,940
31
$15.6M 1.06%
212,022
+178,411
32
$15.3M 1.04%
123,145
+10,473
33
$14.7M 1%
167,929
+17,510
34
$14.7M 0.99%
97,910
+34,845
35
$13.4M 0.91%
354,326
-44,954
36
$13.1M 0.89%
345,272
-98,495
37
$12.8M 0.87%
205,949
+20,674
38
$12.2M 0.83%
418,161
-173,294
39
$12.1M 0.82%
259,282
-9,053
40
$12M 0.81%
82,648
+14,795
41
$11.7M 0.8%
192,693
+30,124
42
$11.7M 0.79%
180,443
+23,892
43
$11.6M 0.78%
188,106
+25,314
44
$11.5M 0.78%
441,642
+32,090
45
$11.3M 0.77%
221,318
+1,203
46
$10.6M 0.72%
+288,106
47
$9.63M 0.65%
104,356
+20,926
48
$7.63M 0.52%
265,075
+34,973
49
$7.61M 0.52%
99,607
-22,909
50
$7.08M 0.48%
161,685
+43,508
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