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
$1.77B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$73.8M
2
+$31.1M
3
+$11.9M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$10.5M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.54M

Top Sells

1
+$58.5M
2
+$22.1M
3
+$17.4M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$9.65M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.15M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.72M 0.32%
191,999
-64,499
52
$5.33M 0.3%
195,440
-2,626
53
$5.15M 0.29%
186,097
-41,620
54
$4.91M 0.28%
44,368
-5,029
55
$4.9M 0.28%
103,755
+4,826
56
$4.88M 0.28%
296,272
-94,009
57
$4.84M 0.27%
46,259
-9,582
58
$4.84M 0.27%
+61,559
59
$4.83M 0.27%
89,414
-19,001
60
$4.8M 0.27%
70,614
-15,491
61
$3.98M 0.22%
53,272
+9,202
62
$3.6M 0.2%
70,669
-19,130
63
$3.47M 0.2%
56,412
-13,237
64
$3.43M 0.19%
64,376
-21,276
65
$3.37M 0.19%
139,163
-3,351
66
$3.23M 0.18%
139,460
+2,924
67
$3.22M 0.18%
109,501
-18,635
68
$3.14M 0.18%
76,737
+8,055
69
$3.03M 0.17%
56,713
-970
70
$2.5M 0.14%
+98,716
71
$2.46M 0.14%
45,501
-1,946
72
$2.4M 0.14%
66,854
-1,318
73
$1.91M 0.11%
37,697
+1,932
74
$1.82M 0.1%
42,984
+11,525
75
$1.57M 0.09%
27,669
+2,676
1 2
3
4