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
$1.6B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$19.1M
3
+$16.2M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$14.7M
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$12.8M

Top Sells

1
+$35.8M
2
+$11.9M
3
+$11.1M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$10.3M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$9.63M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$21.5M 1.35%
551,694
-305,044
27
$19.2M 1.2%
193,351
-112,191
28
$18.9M 1.18%
177,598
+27,933
29
$17.2M 1.08%
200,323
+73,595
30
$17.1M 1.07%
259,403
-1,191
31
$17M 1.06%
199,835
-23,470
32
$16.8M 1.05%
516,399
-61,439
33
$16.8M 1.05%
368,526
+20,452
34
$16.4M 1.03%
317,795
+77,509
35
$16.2M 1.01%
+279,857
36
$15.5M 0.97%
475,194
+108,325
37
$15.4M 0.96%
181,643
+26,230
38
$15.4M 0.96%
175,676
+35,149
39
$15.3M 0.96%
256,389
-28,777
40
$14.6M 0.92%
517,408
+332,393
41
$13.8M 0.86%
321,367
+75,454
42
$13.2M 0.83%
250,985
-28,814
43
$13M 0.81%
234,686
-20,553
44
$12.8M 0.8%
+259,059
45
$12.6M 0.79%
113,336
+4,189
46
$12.5M 0.78%
272,177
+16,781
47
$12.4M 0.78%
413,171
+54,294
48
$11.6M 0.73%
300,644
-62,814
49
$11.3M 0.71%
240,444
+82,502
50
$11.2M 0.7%
239,203
+37,609
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