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
$1.86B
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$30.9M
2
+$12.7M
3
+$9.8M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$7.79M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$7.37M

Top Sells

1
+$18.3M
2
+$14.8M
3
+$5.2M
4
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$4.59M
5
SLV icon
iShares Silver Trust
SLV
+$3.54M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4M 0.22%
99,747
+16,707
52
$3.75M 0.2%
156,188
-57,285
53
$3.75M 0.2%
110,212
-33,085
54
$3.64M 0.2%
64,997
-9,711
55
$3.63M 0.2%
46,514
-11,714
56
$3.62M 0.2%
42,563
-8,044
57
$3.54M 0.19%
30,659
-7,378
58
$3.52M 0.19%
89,128
-12,769
59
$3.51M 0.19%
36,489
-7,384
60
$3.42M 0.18%
117,946
-28,931
61
$3.28M 0.18%
110,514
-9,680
62
$3.22M 0.17%
60,542
+15,042
63
$3.17M 0.17%
195,622
-61,399
64
$2.41M 0.13%
77,305
-15,565
65
$2.4M 0.13%
44,925
+6,353
66
$2.13M 0.11%
54,937
-18,573
67
$2.03M 0.11%
36,371
+6,460
68
$2.02M 0.11%
47,601
-14,086
69
$1.99M 0.11%
49,558
-13,546
70
$1.73M 0.09%
80,788
-30,857
71
$1.68M 0.09%
59,784
-10,697
72
$1.53M 0.08%
38,422
-6,368
73
$986K 0.05%
13,139
+805
74
$899K 0.05%
12,113
+6,262
75
$304K 0.02%
8,925
-2,000
1 2
3
4