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
$1.34B
AUM Growth
-$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$34.7M
2 +$14.9M
3 +$9.98M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$8.58M
5
EWY icon
iShares MSCI South Korea ETF
EWY
+$8.56M

Top Sells

1 +$40.4M
2 +$16.9M
3 +$10.4M
4
IAU icon
iShares Gold Trust
IAU
+$8.05M
5
SLV icon
iShares Silver Trust
SLV
+$6.62M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$784K 0.06%
9,817
+532
77
$653K 0.05%
26,667
-43,530
78
$598K 0.04%
9,776
-45,600
79
$428K 0.03%
22,308
-11,777
80
$15K ﹤0.01%
659
-234
81
$4K ﹤0.01%
45
-101