MD

Money Design Portfolio holdings

AUM $2.14B
1-Year Est. Return 10.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.84B
AUM Growth
+$66.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$31.3M
2
+$22.2M
3
+$18.1M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$16M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$14.3M

Top Sells

1
+$29.6M
2
+$21.2M
3
+$19.6M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$10.5M
5
IAU icon
iShares Gold Trust
IAU
+$9.17M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-117,832
77
– –
-98,716
78
– –
-288,252
79
– –
-42,984
1 2 3
4