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
$1.86B
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$30.9M
2
+$12.7M
3
+$9.8M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$7.79M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$7.37M

Top Sells

1
+$18.3M
2
+$14.8M
3
+$5.2M
4
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$4.59M
5
SLV icon
iShares Silver Trust
SLV
+$3.54M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.4M 0.94%
145,855
-21,481
27
$17.2M 0.93%
212,514
+16,115
28
$15.2M 0.82%
454,643
-16,063
29
$13.8M 0.74%
303,992
+6,081
30
$13.7M 0.74%
1,030,650
-145,521
31
$13.7M 0.74%
150,108
-13,258
32
$13.3M 0.71%
273,110
-52,395
33
$12M 0.65%
288,884
-24,160
34
$9.89M 0.53%
108,149
+30,376
35
$9.58M 0.52%
17,511
-122
36
$9.38M 0.51%
83,430
-9,590
37
$9.04M 0.49%
180,698
-1,394
38
$7.81M 0.42%
202,305
-118,991
39
$7.79M 0.42%
+95,456
40
$7.38M 0.4%
105,271
-21,161
41
$7.22M 0.39%
77,737
-7,843
42
$7.07M 0.38%
79,676
+12,273
43
$6.02M 0.32%
92,751
-28,475
44
$5.89M 0.32%
145,805
-41,497
45
$5.62M 0.3%
93,472
-11,642
46
$5.35M 0.29%
230,221
+19,917
47
$5.08M 0.27%
175,882
-23,436
48
$4.93M 0.27%
137,785
-39,999
49
$4.24M 0.23%
42,448
-14,363
50
$4.17M 0.22%
75,403
-24,278
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