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
$475M
AUM Growth
+$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$5.52M
2 +$4.46M
3 +$3.97M
4
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$3.86M
5
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$3.41M

Top Sells

1 +$4.69M
2 +$1.71M
3 +$1.49M
4
EWG icon
iShares MSCI Germany ETF
EWG
+$991K
5
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$268K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$7K ﹤0.01%
171
-482
52
$2K ﹤0.01%
162
+29
53
$2K ﹤0.01%
10
-219