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
-$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$13.7M
3
+$9.71M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$7.27M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.77M

Top Sells

1
+$36.3M
2
+$11.4M
3
+$9.83M
4
SLV icon
iShares Silver Trust
SLV
+$7.99M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$6.04M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.29M 0.49%
131,258
-53,600
52
$8.25M 0.49%
146,060
-53,337
53
$7.47M 0.44%
427,819
-30,414
54
$7.4M 0.44%
251,234
-14,621
55
$7.29M 0.43%
87,195
-35,137
56
$7.01M 0.42%
143,058
-42,421
57
$6.92M 0.41%
15,519
-743
58
$6.69M 0.4%
308,134
-31,932
59
$6.17M 0.37%
94,875
-5,415
60
$6.13M 0.36%
73,696
-6,155
61
$6.12M 0.36%
85,648
-1,742
62
$5.49M 0.33%
189,713
-67,046
63
$5.43M 0.32%
199,786
+16,255
64
$4.5M 0.27%
156,453
+45,829
65
$4.47M 0.26%
180,298
-57,047
66
$4.3M 0.25%
95,198
-20,295
67
$4.21M 0.25%
57,330
-11,190
68
$4.13M 0.24%
29,480
-11,633
69
$3.54M 0.21%
67,526
+3,981
70
$3.51M 0.21%
152,727
-52,651
71
$3.38M 0.2%
84,420
-53,566
72
$3.04M 0.18%
134,816
+106,821
73
$2.57M 0.15%
37,627
-3,941
74
$1.69M 0.1%
31,414
-19,763
75
$1.68M 0.1%
33,985
-3,890
1 2
3
4