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
$1.65B
AUM Growth
-$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$51.2M
2
+$32M
3
+$18.2M
4
VTV icon
Vanguard Value ETF
VTV
+$15.4M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$9.52M

Top Sells

1
+$43.6M
2
+$18.2M
3
+$13M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$5.43M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$5.42M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.1M 1.1%
192,612
-9,603
27
$17.8M 1.08%
257,590
+6,178
28
$17.4M 1.06%
473,471
-90,719
29
$17M 1.03%
187,996
-23,918
30
$16.9M 1.02%
501,803
+21,662
31
$14.4M 0.87%
328,052
-21,147
32
$14.3M 0.87%
244,891
-6,482
33
$13.3M 0.81%
440,330
-22,208
34
$13.3M 0.81%
221,887
-9,600
35
$12.9M 0.79%
348,138
+45,584
36
$12.8M 0.78%
162,593
-18,405
37
$12.1M 0.73%
292,335
-73,790
38
$11.7M 0.71%
220,194
-53,338
39
$11.3M 0.69%
334,180
-82,420
40
$11M 0.67%
233,668
-6,418
41
$10.8M 0.65%
282,477
-45,448
42
$9.65M 0.59%
130,898
+129,122
43
$9.01M 0.55%
108,879
-18,136
44
$8.58M 0.52%
104,054
-32,801
45
$8.43M 0.51%
181,247
-28,266
46
$8.15M 0.5%
194,019
-19,996
47
$7.57M 0.46%
84,112
-144,713
48
$7.52M 0.46%
256,498
+5,264
49
$7.32M 0.44%
128,333
-42,386
50
$7.11M 0.43%
166,729
-22,419
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