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
$702M
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$34.6M
2
+$22.8M
3
+$20.2M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$19.1M
5
EWT icon
iShares MSCI Taiwan ETF
EWT
+$16.2M

Top Sells

1
+$24.8M
2
+$14.8M
3
+$12.2M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$11M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$10.3M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$811K 0.12%
34,179
-1,291
52
$700K 0.1%
55,939
+14,637
53
$668K 0.1%
+2,699
54
$587K 0.08%
9,526
+915
55
$482K 0.07%
9,327
+932
56
$441K 0.06%
9,261
+1,903
57
$202K 0.03%
652
+113
58
$177K 0.03%
8,289
-6,338
59
$86K 0.01%
905
-851
60
$64K 0.01%
6,217
-1,886
61
$8K ﹤0.01%
168
-466
62
$1K ﹤0.01%
19
-669
63
$1K ﹤0.01%
22
+13
64
$1K ﹤0.01%
5
65
– –
-12,189
66
– –
-233,307
67
– –
-55,002
68
– –
-63,475
69
– –
-10,773
1 2
3