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
$1.48B
AUM Growth
-$3.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$17.9M
3
+$13.2M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$10.6M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$10.3M

Top Sells

1
+$51.6M
2
+$11.9M
3
+$9.62M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$7.66M
5
NULG icon
Nuveen ESG Large-Cap Growth ETF
NULG
+$7.39M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.91M 0.47%
73,468
+12,210
52
$6.32M 0.43%
99,782
+16,666
53
$6.31M 0.43%
97,596
+18,366
54
$6.29M 0.43%
13,874
-367
55
$6.06M 0.41%
96,515
-1,067
56
$5.84M 0.4%
70,209
+9,855
57
$5.84M 0.4%
110,232
+20,451
58
$5.82M 0.39%
40,952
+5,719
59
$5.77M 0.39%
125,039
-208,565
60
$5.76M 0.39%
191,295
+9,584
61
$5.62M 0.38%
153,880
+29,099
62
$5.22M 0.35%
86,044
-121,625
63
$4.9M 0.33%
85,305
-38,082
64
$4.8M 0.33%
129,440
+26,875
65
$4.45M 0.3%
130,369
+28,260
66
$3.92M 0.27%
47,649
-892
67
$3.48M 0.24%
55,376
+2,691
68
$2.94M 0.2%
28,969
+4,078
69
$2.27M 0.15%
30,675
-246
70
$1.91M 0.13%
96,453
+7,998
71
$1.9M 0.13%
70,197
+287
72
$1.49M 0.1%
26,781
+1,393
73
$1.03M 0.07%
34,050
+4,560
74
$968K 0.07%
13,069
+540
75
$792K 0.05%
9,285
-108
1 2
3
4