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
$565M
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.97M
3
+$8.29M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$8.02M
5
SLV icon
iShares Silver Trust
SLV
+$7.25M

Top Sells

1
+$11.4M
2
+$9.86M
3
+$3.59M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.26M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$3.1M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$177K 0.03%
+1,938
52
$145K 0.03%
8,882
+8,720
53
$130K 0.02%
3,177
-12,464
54
$84K 0.01%
+2,775
55
$11K ﹤0.01%
+295
56
$7K ﹤0.01%
34
+24
57
$4K ﹤0.01%
95
-76
58
$1K ﹤0.01%
+6
59
– –
-27,327
60
$0 ﹤0.01%
+1
1 2
3