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
$1.34B
AUM Growth
-$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$34.7M
2
+$14.9M
3
+$9.98M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$8.58M
5
EWY icon
iShares MSCI South Korea ETF
EWY
+$8.56M

Top Sells

1
+$40.4M
2
+$16.9M
3
+$10.4M
4
IAU icon
iShares Gold Trust
IAU
+$8.05M
5
SLV icon
iShares Silver Trust
SLV
+$6.62M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.41M 0.55%
88,329
+59,360
52
$7.02M 0.53%
236,131
+44,836
53
$6.71M 0.5%
86,523
+13,055
54
$6.71M 0.5%
277,403
-140,758
55
$6.32M 0.47%
121,226
+24,711
56
$6.14M 0.46%
85,833
-13,774
57
$5.93M 0.44%
128,360
+18,128
58
$5.88M 0.44%
189,497
+35,617
59
$5.81M 0.44%
49,097
+8,145
60
$5.75M 0.43%
84,404
+14,195
61
$5.75M 0.43%
118,256
+18,474
62
$5.73M 0.43%
109,819
+12,223
63
$5.71M 0.43%
118,414
+32,370
64
$5.39M 0.4%
14,223
+349
65
$5.19M 0.39%
124,614
-425
66
$4.72M 0.35%
186,122
+56,682
67
$4.14M 0.31%
146,741
+16,372
68
$2.69M 0.2%
52,126
-33,179
69
$2.06M 0.15%
33,679
+3,004
70
$1.96M 0.15%
113,993
+17,540
71
$1.82M 0.14%
53,057
-108,628
72
$1.78M 0.13%
24,211
-23,438
73
$1.36M 0.1%
27,680
+899
74
$986K 0.07%
37,970
+3,920
75
$819K 0.06%
12,903
-166
1 2
3
4