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MD

Money Design Portfolio holdings

AUM $2.14B
1-Year Est. Return 10.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$874M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$10.2M
3
+$9.5M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$9.33M
5
IAU icon
iShares Gold Trust
IAU
+$9.03M

Top Sells

1
+$27.1M
2
+$16.1M
3
+$12.3M
4
FEZ icon
State Street SPDR EURO STOXX 50 ETF
FEZ
+$11.7M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$11.3M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-851
52
– –
-238,702
53
– –
-1,467,690
54
– –
-256,565
55
– –
-3
56
– –
-42,549
1 2
3