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
$1.84B
AUM Growth
+$66.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$31.4M
2 +$18.3M
3 +$16.6M
4
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$14.3M
5
MBB icon
iShares MBS ETF
MBB
+$14M

Top Sells

1 +$31.1M
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
+$9.83M

Sector Composition

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