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
$2.01B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$20.1M
3
+$11.4M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$9.87M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$9.39M

Top Sells

1
+$24.9M
2
+$18.5M
3
+$14.5M
4
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$2.62M
5
IYR icon
iShares US Real Estate ETF
IYR
+$2.35M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.88M 0.19%
35,473
-6,975
52
$3.87M 0.19%
63,298
-12,105
53
$3.75M 0.19%
90,922
-8,825
54
$3.59M 0.18%
100,025
-10,187
55
$3.44M 0.17%
113,780
+3,266
56
$3.43M 0.17%
41,872
-4,642
57
$3.42M 0.17%
75,770
-13,358
58
$3.39M 0.17%
26,648
-4,011
59
$3.38M 0.17%
56,973
-3,569
60
$3.38M 0.17%
35,703
-6,860
61
$3.37M 0.17%
30,022
-6,467
62
$3.28M 0.16%
55,372
-9,625
63
$2.86M 0.14%
158,345
-37,277
64
$2.75M 0.14%
47,942
+3,017
65
$2.39M 0.12%
54,770
-167
66
$2.3M 0.11%
80,412
-37,534
67
$2.25M 0.11%
66,753
-10,552
68
$2.16M 0.11%
46,784
-817
69
$1.9M 0.09%
44,162
-5,396
70
$1.89M 0.09%
32,694
-3,677
71
$1.86M 0.09%
79,807
-981
72
$1.73M 0.09%
41,494
+3,072
73
$1.7M 0.08%
57,901
-1,883
74
$1.11M 0.06%
13,122
-17
75
$809K 0.04%
10,318
-1,795
1 2
3
4