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
$858M
AUM Growth
-$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$13.3M
3
+$11.3M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$8.14M
5
MOO icon
VanEck Agribusiness ETF
MOO
+$4.98M

Top Sells

1
+$18.6M
2
+$18.4M
3
+$16M
4
IXC icon
iShares Global Energy ETF
IXC
+$13.8M
5
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$10.7M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$642K 0.07%
+3,877
52
$534K 0.06%
6,646
-5,379
53
$410K 0.05%
7,062
-2,093
54
$359K 0.04%
10,558
+9,999
55
$350K 0.04%
5,437
-4,143
56
$151K 0.02%
+3,452
57
$124K 0.01%
+1,386
58
$91K 0.01%
1,333
-370
59
$87K 0.01%
+5,246
60
$80K 0.01%
861
+715
61
$48K 0.01%
1,756
+1,402
62
$43K 0.01%
+1,299
63
$23K ﹤0.01%
+266
64
$5K ﹤0.01%
+17
65
$3K ﹤0.01%
+69
66
– –
-202,587
1 2
3