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
$1.69B
AUM Growth
+$96.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$34.6M
2
+$14.3M
3
+$11M
4
SLV icon
iShares Silver Trust
SLV
+$6.54M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$6.15M

Top Sells

1
+$36M
2
+$16.2M
3
+$9.86M
4
SHE icon
SPDR MSCI USA Gender Diversity ETF
SHE
+$8.69M
5
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$6.53M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.6M 1.16%
273,468
+14,065
27
$18.8M 1.11%
207,933
+26,290
28
$18.2M 1.08%
209,712
+9,389
29
$17.6M 1.04%
378,950
+10,424
30
$17.3M 1.02%
547,974
+31,575
31
$16.8M 0.99%
444,817
-106,877
32
$16.6M 0.98%
310,951
-6,844
33
$16.3M 0.96%
479,398
+168,301
34
$16.2M 0.95%
462,498
-12,696
35
$15.9M 0.94%
191,956
+16,280
36
$15.4M 0.91%
259,217
+158
37
$15.2M 0.9%
319,046
+46,869
38
$14.7M 0.87%
176,155
-23,680
39
$14.7M 0.87%
348,570
+27,203
40
$13.7M 0.81%
246,508
+84,394
41
$13.6M 0.8%
432,638
+19,467
42
$13.3M 0.78%
214,155
-42,234
43
$12M 0.71%
250,210
+11,007
44
$11.9M 0.7%
265,301
-35,343
45
$11.4M 0.67%
251,909
-356,535
46
$11.3M 0.66%
215,560
-24,884
47
$11.2M 0.66%
122,332
-71,019
48
$11.2M 0.66%
133,864
+10,365
49
$11.1M 0.66%
91,647
-21,689
50
$10.9M 0.64%
218,939
+19,148
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