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
$1.65B
AUM Growth
-$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$51.2M
2
+$32M
3
+$18.2M
4
VTV icon
Vanguard Value ETF
VTV
+$15.4M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$9.52M

Top Sells

1
+$43.6M
2
+$18.2M
3
+$13M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$5.43M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$5.42M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.15M 0.07%
31,459
-2,008
77
$981K 0.06%
13,159
+370
78
$880K 0.05%
17,593
-8,565
79
$707K 0.04%
10,574
-232
80
$429K 0.03%
14,965
-6,910
81
– –
-199,786
82
$0 ﹤0.01%
16
-4
83
$0 ﹤0.01%
1
84
– –
-311,091
1 2 3
4