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
$1.69B
AUM Growth
+$96.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$34.6M
2
+$14.3M
3
+$11M
4
SLV icon
iShares Silver Trust
SLV
+$6.54M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$6.15M

Top Sells

1
+$36M
2
+$16.2M
3
+$9.86M
4
SHE icon
SPDR MSCI USA Gender Diversity ETF
SHE
+$8.69M
5
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$6.53M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.82M 0.11%
34,898
-8,781
77
$1.82M 0.11%
84,850
-15,682
78
$1.28M 0.08%
16,225
+3,944
79
$917K 0.05%
31,490
-8,335
80
$866K 0.05%
12,762
-1,718
81
$647K 0.04%
27,995
+1,169
82
$18K ﹤0.01%
+232
83
$8K ﹤0.01%
394
-101
84
– –
-23,644
85
– –
-376,168
86
– –
-30,705
87
– –
-24,350
88
– –
-110,337
89
$0 ﹤0.01%
1
1 2 3
4