MD
Money Design Portfolio holdings
AUM
$2.14B
This Quarter Return
+2.07%
1 Year Return
+10.33%
3 Year Return
+26.41%
5 Year Return
+31.94%
10 Year Return
–
AUM
$117M
AUM Growth
–
Cap. Flow
+$117M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
67.11%
Holding
35
New
35
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$10.8M |
| 2 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$10.7M |
| 3 |
Vanguard Mid-Cap Growth ETF
VOT
|
$10.7M |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
$10.6M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$7.25M |
Top Sells
No sells this quarter
