MD
Money Design Portfolio holdings
AUM
$2.14B
1-Year Return
10.33%
This Quarter Return
+1.15%
1 Year Return
+10.33%
3 Year Return
+26.41%
5 Year Return
+31.94%
10 Year Return
–
AUM
$858M
AUM Growth
-$16M
(-1.8%)
Cap. Flow
-$23.2M
Cap. Flow
% of AUM
-2.71%
Top 10 Holdings %
Top 10 Hldgs %
53.54%
Holding
66
New
17
Increased
22
Reduced
26
Closed
1
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$22.8M |
| 2 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$13.3M |
| 3 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$11.3M |
| 4 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$8.14M |
| 5 |
VanEck Agribusiness ETF
MOO
|
$4.98M |
Top Sells
| 1 |
Vanguard FTSE Europe ETF
VGK
|
$18.6M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$18.4M |
| 3 |
iShares Gold Trust
IAU
|
$16M |
| 4 |
iShares Global Energy ETF
IXC
|
$13.8M |
| 5 |
iShares Global Clean Energy ETF
ICLN
|
$10.7M |
