MD
Money Design Portfolio holdings
AUM
$2.14B
This Quarter Return
+5.3%
1 Year Return
+10.33%
3 Year Return
+26.41%
5 Year Return
+31.94%
10 Year Return
–
AUM
$834M
AUM Growth
+$834M
(+19%)
Cap. Flow
+$101M
Cap. Flow
% of AUM
12.14%
Top 10 Holdings %
Top 10 Hldgs %
52.17%
Holding
66
New
2
Increased
37
Reduced
16
Closed
11
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$43.3M |
| 2 |
iShares MSCI Japan ETF
EWJ
|
$16.1M |
| 3 |
Vanguard FTSE Europe ETF
VGK
|
$14.7M |
| 4 |
iShares Gold Trust
IAU
|
$13.6M |
| 5 |
Vanguard Value ETF
VTV
|
$12.3M |
