MD

Money Design Portfolio holdings

AUM $2.14B
1-Year Est. Return 10.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.48B
AUM Growth
+$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$54.7M
2
+$19.9M
3
+$17.8M
4
NULV icon
Nuveen ESG Large-Cap Value ETF
NULV
+$17.2M
5
NULG icon
Nuveen ESG Large-Cap Growth ETF
NULG
+$14.5M

Top Sells

1
+$50.8M
2
+$44.1M
3
+$12M
4
IXC icon
iShares Global Energy ETF
IXC
+$8.34M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$7.72M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$802K 0.05%
33,319
+998
77
$36K ﹤0.01%
467
-287
78
$31K ﹤0.01%
1,080
-146
79
– –
-963
80
– –
-12
1 2 3
4