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
$1.6B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$19.1M
3
+$16.2M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$14.7M
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$12.8M

Top Sells

1
+$35.8M
2
+$11.9M
3
+$11.1M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$10.3M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$9.63M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.7M 0.67%
122,823
+23,413
52
$10.7M 0.67%
223,719
+9,703
53
$10.7M 0.67%
311,097
+11,398
54
$10M 0.63%
230,376
-188,659
55
$9.8M 0.61%
123,499
+62,127
56
$9.31M 0.58%
199,791
+101,088
57
$8.69M 0.54%
110,337
-19,113
58
$8.68M 0.54%
336,387
-59,543
59
$7.93M 0.5%
162,114
+14,630
60
$7.8M 0.49%
450,110
+155,072
61
$7.45M 0.47%
253,661
+14,177
62
$6.51M 0.41%
53,720
-6,287
63
$6.46M 0.4%
321,530
+164,168
64
$6.33M 0.4%
86,853
+45,666
65
$6.26M 0.39%
82,265
+47,552
66
$6.26M 0.39%
85,683
-2,137
67
$5.93M 0.37%
130,462
+20,122
68
$5.92M 0.37%
101,092
+58,352
69
$5.92M 0.37%
15,407
+1,729
70
$5.72M 0.36%
213,558
+12,523
71
$5.01M 0.31%
87,845
-72,391
72
$3.81M 0.24%
167,951
-50,895
73
$2.47M 0.15%
45,313
+5,007
74
$2.17M 0.14%
43,077
+1,883
75
$2.16M 0.14%
43,679
-3,306
1 2
3
4