MD
Money Design Portfolio holdings
AUM
$2.14B
This Quarter Return
+0.61%
1 Year Return
+10.33%
3 Year Return
+26.41%
5 Year Return
+31.94%
10 Year Return
–
AUM
$475M
AUM Growth
+$475M
(+13%)
Cap. Flow
+$52.7M
Cap. Flow
% of AUM
11.09%
Top 10 Holdings %
Top 10 Hldgs %
57.38%
Holding
53
New
1
Increased
43
Reduced
9
Closed
–
Top Buys
| 1 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$5.52M |
| 2 |
iShares MSCI Japan ETF
EWJ
|
$4.46M |
| 3 |
Vanguard FTSE Europe ETF
VGK
|
$3.97M |
| 4 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$3.86M |
| 5 |
WisdomTree India Earnings Fund ETF
EPI
|
$3.41M |
Top Sells
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
SPDR Portfolio S&P 500 Growth ETF
SPYG
$40.4B
| $7K | ﹤0.01% |
171
-482
| -74% | -$19.7K |
|
52
iShares S&P GSCI Commodity-Indexed Trust
GSG
$1.05B
| $2K | ﹤0.01% |
162
+29
| +22% | +$358 |
|
53
Vanguard Small-Cap Growth ETF
VBK
$20B
| $2K | ﹤0.01% |
10
-219
| -96% | -$43.8K |
|