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
$2.01B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

1 +$24.9M
2 +$18.5M
3 +$14.5M
4
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$2.62M
5
IYR icon
iShares US Real Estate ETF
IYR
+$2.35M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$286K 0.01%
7,935
-990
77
-578,264