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
-$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$13.7M
3
+$9.71M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$7.27M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.77M

Top Sells

1
+$36.3M
2
+$11.4M
3
+$9.83M
4
SLV icon
iShares Silver Trust
SLV
+$7.99M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$6.04M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.39M 0.08%
26,158
-8,740
77
$1.31M 0.08%
+33,467
78
$1.01M 0.06%
12,789
-3,436
79
$753K 0.04%
10,806
-1,956
80
$707K 0.04%
21,875
-9,615
81
$133K 0.01%
1,776
+1,544
82
$0 ﹤0.01%
20
-374
83
$0 ﹤0.01%
1
84
– –
-84,850
85
– –
-251,909
1 2 3
4