MD
Money Design Portfolio holdings
AUM
$2.14B
This Quarter Return
+4.56%
1 Year Return
+10.33%
3 Year Return
+26.41%
5 Year Return
+31.94%
10 Year Return
–
AUM
$1.69B
AUM Growth
+$1.69B
(+6%)
Cap. Flow
+$28.6M
Cap. Flow
% of AUM
1.69%
Top 10 Holdings %
Top 10 Hldgs %
41.17%
Holding
89
New
1
Increased
49
Reduced
33
Closed
5
Top Buys
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$34.6M |
| 2 |
Vanguard Value ETF
VTV
|
$14.3M |
| 3 |
Invesco QQQ Trust
QQQ
|
$11M |
| 4 |
iShares Silver Trust
SLV
|
$6.54M |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$6.15M |
Top Sells
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$36M |
| 2 |
iShares MSCI Taiwan ETF
EWT
|
$16.2M |
| 3 |
iShares China Large-Cap ETF
FXI
|
$9.86M |
| 4 |
SPDR MSCI USA Gender Diversity ETF
SHE
|
$8.69M |
| 5 |
abrdn Physical Platinum Shares ETF
PPLT
|
$6.53M |
