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

Top Buys

1
+$20.7M
2
+$18.5M
3
+$17.4M
4
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$13.4M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$11.4M

Top Sells

1
+$51.6M
2
+$11.6M
3
+$10M
4
NULG icon
Nuveen ESG Large-Cap Growth ETF
NULG
+$7.24M
5
MOO icon
VanEck Agribusiness ETF
MOO
+$7.09M

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
1 2 3
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