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
$969M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$38.5M
2
+$25.6M
3
+$13.5M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$8.2M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$7.85M

Top Sells

1
+$19.5M
2
+$12.7M
3
+$11.6M
4
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$4.76M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$3.93M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$714K 0.07%
8,595
52
$673K 0.07%
3,877
53
$575K 0.06%
6,646
54
$432K 0.04%
7,062
55
$364K 0.04%
5,437
56
$166K 0.02%
3,452
57
$129K 0.01%
1,386
58
$101K 0.01%
5,246
59
$76K 0.01%
1,000
-333
60
$45K ﹤0.01%
1,299
61
$44K ﹤0.01%
1,496
-260
62
$23K ﹤0.01%
266
63
$5K ﹤0.01%
17
64
$4K ﹤0.01%
79
+10
65
– –
-861
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