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
$1.69B
AUM Growth
+$96.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$34.6M
2
+$14.3M
3
+$11M
4
SLV icon
iShares Silver Trust
SLV
+$6.54M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$6.15M

Top Sells

1
+$36M
2
+$16.2M
3
+$9.86M
4
SHE icon
SPDR MSCI USA Gender Diversity ETF
SHE
+$8.69M
5
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$6.53M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.8M 0.64%
184,858
-49,828
52
$10.8M 0.64%
199,397
-51,588
53
$9.14M 0.54%
93,593
-29,230
54
$9.11M 0.54%
185,479
-38,240
55
$8.18M 0.48%
458,233
+8,123
56
$7.88M 0.46%
265,855
+12,194
57
$7.22M 0.43%
256,759
-79,628
58
$6.78M 0.4%
87,390
+537
59
$6.78M 0.4%
340,066
+18,536
60
$6.68M 0.39%
16,262
+855
61
$6.51M 0.38%
79,851
-2,414
62
$6.37M 0.38%
100,290
-802
63
$6.24M 0.37%
237,345
+23,787
64
$5.83M 0.34%
137,986
-92,390
65
$5.45M 0.32%
68,520
-17,163
66
$5.43M 0.32%
41,113
-12,607
67
$5.42M 0.32%
183,531
-333,877
68
$5.37M 0.32%
115,493
-14,969
69
$4.71M 0.28%
205,378
+37,427
70
$3.3M 0.19%
63,545
+20,468
71
$3.23M 0.19%
110,624
+74,599
72
$2.92M 0.17%
51,177
-36,668
73
$2.66M 0.16%
41,568
-3,745
74
$2.3M 0.14%
57,171
+3,622
75
$1.85M 0.11%
37,875
+4,215
1 2
3
4