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
$1.34B
AUM Growth
-$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$34.7M
2
+$14.9M
3
+$9.98M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$8.58M
5
EWY icon
iShares MSCI South Korea ETF
EWY
+$8.56M

Top Sells

1
+$40.4M
2
+$16.9M
3
+$10.4M
4
IAU icon
iShares Gold Trust
IAU
+$8.05M
5
SLV icon
iShares Silver Trust
SLV
+$6.62M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.3M 1.14%
514,782
+15,273
27
$15.1M 1.13%
810,423
-355,258
28
$15.1M 1.13%
434,105
-23,452
29
$14.8M 1.11%
182,699
+14,770
30
$14.7M 1.1%
233,735
+21,713
31
$14.3M 1.07%
125,579
+2,434
32
$13.4M 1.01%
232,620
+26,671
33
$13.2M 0.99%
128,978
-394,845
34
$12.7M 0.95%
319,904
+60,622
35
$11.8M 0.88%
234,310
+41,617
36
$11.7M 0.88%
250,049
-60,033
37
$11.6M 0.87%
215,688
+35,245
38
$11.5M 0.86%
92,400
+9,752
39
$11.5M 0.86%
214,799
+26,693
40
$10.9M 0.82%
329,726
-24,600
41
$10.5M 0.79%
309,817
-498,543
42
$10.5M 0.79%
314,252
-31,020
43
$10.2M 0.77%
204,467
-16,851
44
$10.2M 0.76%
314,568
+26,462
45
$9.98M 0.75%
+239,727
46
$9.96M 0.75%
430,178
-11,464
47
$9.54M 0.71%
125,676
+21,320
48
$8.56M 0.64%
+147,100
49
$7.83M 0.59%
310,675
+45,600
50
$7.65M 0.57%
88,427
-119,803
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