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
$2.01B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$20.1M
3
+$11.4M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$9.87M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$9.39M

Top Sells

1
+$24.9M
2
+$18.5M
3
+$14.5M
4
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$2.62M
5
IYR icon
iShares US Real Estate ETF
IYR
+$2.35M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.1M 1%
+249,909
27
$18.2M 0.91%
144,404
-1,451
28
$17.1M 0.85%
207,395
-5,119
29
$16.8M 0.84%
461,900
+7,257
30
$15.4M 0.77%
312,988
+39,878
31
$14.8M 0.74%
314,081
+10,089
32
$14M 0.7%
954,469
-76,181
33
$13.1M 0.65%
149,526
-582
34
$12.3M 0.61%
303,466
+14,582
35
$10.3M 0.51%
192,918
+12,220
36
$10.1M 0.5%
17,480
-31
37
$9.89M 0.49%
119,007
+23,551
38
$9.6M 0.48%
79,741
-3,689
39
$8.85M 0.44%
211,694
+9,389
40
$8.31M 0.41%
311,404
+81,183
41
$8.01M 0.4%
85,141
+5,465
42
$7.51M 0.37%
99,474
-5,797
43
$7.14M 0.36%
72,695
-5,042
44
$7.09M 0.35%
78,936
-29,213
45
$5.62M 0.28%
79,690
-13,061
46
$5.6M 0.28%
85,197
-8,275
47
$5.47M 0.27%
126,988
-18,817
48
$5.38M 0.27%
183,082
+7,200
49
$4.73M 0.24%
124,433
-13,352
50
$4.19M 0.21%
151,881
-4,307
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