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
$1.95B
AUM Growth
-$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$76.9M
2
+$58.1M
3
+$32.1M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$26.5M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$22.2M

Top Sells

1
+$95.1M
2
+$47.4M
3
+$27.6M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$20.1M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$16.5M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$930K 0.05%
+35,406
77
$223K 0.01%
6,500
-1,435
78
– –
-194,575
79
– –
-79,807
80
– –
-249,909
81
– –
-211,694
82
– –
-567,357
1 2 3
4