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

Top Buys

1
+$35.6M
2
+$15M
3
+$10.9M
4
EWY icon
iShares MSCI South Korea ETF
EWY
+$9.62M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$9.37M

Top Sells

1
+$40.5M
2
+$15.6M
3
+$11.7M
4
IAU icon
iShares Gold Trust
IAU
+$8.35M
5
SLV icon
iShares Silver Trust
SLV
+$7.41M

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
1 2 3
4