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
$1.84B
AUM Growth
+$66.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$31.4M
2
+$18.3M
3
+$16.6M
4
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$14.3M
5
MBB icon
iShares MBS ETF
MBB
+$14M

Top Sells

1
+$31.1M
2
+$21.2M
3
+$19.6M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$10.5M
5
IAU icon
iShares Gold Trust
IAU
+$9.83M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.98M 0.27%
210,304
+71,141
52
$4.97M 0.27%
143,297
+7,461
53
$4.38M 0.24%
50,607
-10,952
54
$4.38M 0.24%
74,708
-14,706
55
$4.37M 0.24%
58,228
-12,386
56
$4.36M 0.24%
38,037
-8,222
57
$4.31M 0.23%
43,873
-495
58
$4.31M 0.23%
101,897
-1,858
59
$4.23M 0.23%
146,877
-39,220
60
$3.96M 0.22%
257,021
-39,251
61
$3.58M 0.19%
120,194
-71,805
62
$3.41M 0.19%
83,040
+6,303
63
$3.33M 0.18%
73,510
+2,841
64
$3.17M 0.17%
61,687
+5,275
65
$2.88M 0.16%
92,870
-16,631
66
$2.86M 0.16%
63,104
-1,272
67
$2.48M 0.14%
45,500
-11,213
68
$2.48M 0.14%
111,645
-27,815
69
$2.15M 0.12%
44,790
-711
70
$2.09M 0.11%
70,481
+3,627
71
$1.99M 0.11%
38,572
+875
72
$1.73M 0.09%
29,911
+2,242
73
$971K 0.05%
12,334
-216
74
$445K 0.02%
5,851
-4,722
75
$366K 0.02%
10,925
-2,210
1 2
3
4