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
$1.77B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$73.8M
2
+$31.1M
3
+$11.9M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$10.5M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.54M

Top Sells

1
+$58.5M
2
+$22.1M
3
+$17.4M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$9.65M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.15M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.02M 0.06%
12,550
-609
77
$762K 0.04%
10,573
-1
78
$400K 0.02%
13,135
-1,830
79
– –
-473,471
80
– –
-16
81
– –
-163,422
82
– –
-1
83
– –
-19,398
84
– –
-17,593
85
– –
-130,898
1 2 3
4