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
$1.77B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$73.8M
2
+$31.1M
3
+$11.9M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$10.5M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.54M

Top Sells

1
+$58.5M
2
+$22.1M
3
+$17.4M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$9.65M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.15M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.3M 1.03%
174,678
-17,934
27
$18.1M 1.02%
503,088
+1,285
28
$18M 1.02%
238,198
-19,392
29
$15.4M 0.87%
183,253
-4,743
30
$15.2M 0.86%
366,714
+18,576
31
$14.9M 0.84%
465,433
+25,103
32
$14.6M 0.83%
210,400
-11,487
33
$13.7M 0.77%
295,785
-32,267
34
$12.9M 0.73%
271,096
+37,428
35
$12.4M 0.7%
315,934
+23,599
36
$10.5M 0.59%
+117,832
37
$10.1M 0.57%
100,696
+16,584
38
$9.73M 0.55%
127,715
-34,878
39
$9.52M 0.54%
156,488
-63,706
40
$9.52M 0.54%
240,715
-93,465
41
$9.02M 0.51%
188,756
-5,263
42
$8.27M 0.47%
95,304
-8,750
43
$8.07M 0.46%
211,205
-71,272
44
$7.69M 0.43%
16,108
+188
45
$7.1M 0.4%
74,923
-33,956
46
$6.91M 0.39%
130,282
-50,965
47
$6.88M 0.39%
115,979
-12,354
48
$6.58M 0.37%
72,154
-869
49
$6.31M 0.36%
217,107
+9,343
50
$5.73M 0.32%
135,836
-30,893
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