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
$1.6B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$19.1M
3
+$16.2M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$14.7M
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$12.8M

Top Sells

1
+$35.8M
2
+$11.9M
3
+$11.1M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$10.3M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$9.63M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.1M 0.13%
53,549
+3,251
77
$2.04M 0.13%
100,532
-130,226
78
$1.57M 0.1%
33,660
+4,431
79
$1.08M 0.07%
39,825
-1,760
80
$1.08M 0.07%
30,705
-2,209
81
$1.04M 0.07%
+36,025
82
$969K 0.06%
12,281
+1,112
83
$932K 0.06%
14,480
+670
84
$832K 0.05%
+24,350
85
$777K 0.05%
+23,644
86
$602K 0.04%
26,826
+2,859
87
$10K ﹤0.01%
495
-121
88
– –
-117,450
89
– –
-349,200
90
$0 ﹤0.01%
1
-17
1 2 3
4