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
$1.65B
AUM Growth
-$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$51.2M
2
+$32M
3
+$18.2M
4
VTV icon
Vanguard Value ETF
VTV
+$15.4M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$9.52M

Top Sells

1
+$43.6M
2
+$18.2M
3
+$13M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$5.43M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$5.42M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.84M 0.42%
15,920
+401
52
$6.16M 0.37%
227,717
-80,417
53
$6.11M 0.37%
73,023
-14,172
54
$5.97M 0.36%
207,764
+51,311
55
$5.66M 0.34%
390,281
-37,538
56
$5.26M 0.32%
108,415
-37,645
57
$5.24M 0.32%
55,841
-23,051
58
$5.24M 0.32%
86,105
-45,153
59
$5.18M 0.31%
49,397
-19,069
60
$4.95M 0.3%
89,799
-5,076
61
$4.71M 0.29%
198,066
+17,768
62
$4.62M 0.28%
69,649
-4,047
63
$4.44M 0.27%
85,652
+4
64
$4.38M 0.27%
98,929
-44,129
65
$3.5M 0.21%
128,136
-61,577
66
$3.02M 0.18%
142,514
-10,213
67
$3.01M 0.18%
44,070
+6,443
68
$2.9M 0.18%
136,536
+1,720
69
$2.79M 0.17%
57,683
-9,843
70
$2.78M 0.17%
68,682
-15,738
71
$2.62M 0.16%
19,398
-10,082
72
$2.6M 0.16%
47,447
-9,883
73
$2.49M 0.15%
68,172
-27,026
74
$1.7M 0.1%
35,765
+1,780
75
$1.39M 0.08%
24,993
-6,421
1 2
3
4