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
$1.84B
AUM Growth
+$66.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$31.4M
2
+$18.3M
3
+$16.6M
4
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$14.3M
5
MBB icon
iShares MBS ETF
MBB
+$14M

Top Sells

1
+$31.1M
2
+$21.2M
3
+$19.6M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$10.5M
5
IAU icon
iShares Gold Trust
IAU
+$9.83M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.9M 1.03%
236,365
-1,833
27
$18.3M 1%
+420,485
28
$16.4M 0.89%
1,176,171
-25,238
29
$15.6M 0.85%
325,505
+54,409
30
$15.4M 0.84%
163,366
-19,887
31
$15.2M 0.83%
470,706
+5,273
32
$15M 0.82%
196,399
-14,001
33
$13.6M 0.74%
297,911
+2,126
34
$13.4M 0.73%
313,044
-2,890
35
$12.7M 0.69%
321,296
-45,418
36
$10.2M 0.55%
93,020
-7,676
37
$9.57M 0.52%
182,092
-6,664
38
$9.5M 0.52%
126,432
-1,283
39
$9.27M 0.5%
17,633
+1,525
40
$8.07M 0.44%
187,302
-53,413
41
$8.07M 0.44%
121,226
-35,262
42
$7.97M 0.43%
85,580
-9,724
43
$6.84M 0.37%
177,784
-33,421
44
$6.5M 0.35%
77,773
+5,619
45
$6.42M 0.35%
105,114
-10,865
46
$5.8M 0.32%
56,811
-18,112
47
$5.76M 0.31%
199,318
-17,789
48
$5.67M 0.31%
67,403
+14,131
49
$5.57M 0.3%
213,473
+18,033
50
$5.54M 0.3%
99,681
-30,601
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