MD
Money Design Portfolio holdings
AUM
$2.14B
1-Year Return
10.33%
This Quarter Return
+3.87%
1 Year Return
+10.33%
3 Year Return
+26.41%
5 Year Return
+31.94%
10 Year Return
–
AUM
$969M
AUM Growth
+$111M
(+13%)
Cap. Flow
+$78M
Cap. Flow
% of AUM
8.06%
Top 10 Holdings %
Top 10 Hldgs %
50.06%
Holding
65
New
–
Increased
29
Reduced
14
Closed
1
Top Buys
| 1 |
Vanguard FTSE Pacific ETF
VPL
|
$38.5M |
| 2 |
SPDR Gold MiniShares Trust
GLDM
|
$25.6M |
| 3 |
iShares 1-3 Year International Treasury Bond ETF
IGOV
|
$13.5M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$8.2M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$7.85M |
Top Sells
| 1 |
iShares MSCI Japan ETF
EWJ
|
$19.5M |
| 2 |
iShares Gold Trust
IAU
|
$12.7M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$11.6M |
| 4 |
WisdomTree India Earnings Fund ETF
EPI
|
$4.76M |
| 5 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$3.93M |
