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
$1.48B
AUM Growth
-$3.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$20.9M
2 +$17.9M
3 +$13.2M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$10.6M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$10.3M

Top Sells

1 +$51.6M
2 +$11.9M
3 +$9.62M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$7.66M
5
NULG icon
Nuveen ESG Large-Cap Growth ETF
NULG
+$7.39M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$755K 0.05%
34,085
+766
77
$24K ﹤0.01%
893
-187
78
$16K ﹤0.01%
146
-321
79
-713,723