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
$1.21B
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$34.5M
2
+$33.3M
3
+$29.9M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$27.7M
5
IXC icon
iShares Global Energy ETF
IXC
+$21.4M

Top Sells

1
+$38.9M
2
+$14.5M
3
+$6.84M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$4.66M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$3.95M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.51M 0.13%
24,528
+19,091
52
$917K 0.08%
15,284
+8,222
53
$804K 0.07%
32,321
-14,412
54
$83K 0.01%
+1,271
55
$59K ﹤0.01%
+1,577
56
$56K ﹤0.01%
754
-246
57
$42K ﹤0.01%
+963
58
$34K ﹤0.01%
1,226
-270
59
$9K ﹤0.01%
+91
60
$1K ﹤0.01%
12
-67
61
– –
-40,893
62
– –
-5,246
63
– –
-132,304
64
– –
-1,299
65
– –
-1,386
66
– –
-3,452
67
– –
-7,299
68
– –
-118,369
69
– –
-17
70
– –
-3,877
71
– –
-15,546
72
– –
-266
1 2
3