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
$241M
AUM Growth
+$70M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$9.97M
2
+$8.47M
3
+$7.91M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$7.67M
5
VTV icon
Vanguard Value ETF
VTV
+$6.27M

Top Sells

1
+$10.7M
2
+$4.92M
3
+$621K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.3M 8.86%
206,848
+60,803
2
$21.2M 8.8%
193,713
+70,132
3
$20.9M 8.69%
130,698
+62,284
4
$19.2M 7.96%
163,314
+39,886
5
$17.1M 7.09%
165,431
+76,672
6
$16.6M 6.89%
227,467
+72,938
7
$15.8M 6.55%
260,168
+83,202
8
$14.5M 6.03%
169,702
+98,854
9
$10.6M 4.4%
86,981
+7,265
10
$10.4M 4.33%
99,614
+26,822
11
$9.83M 4.08%
86,964
+17,314
12
$8.21M 3.41%
108,735
+44,037
13
$8.09M 3.36%
174,194
+54,545
14
$7.5M 3.11%
99,344
+47,217
15
$6.38M 2.65%
56,599
+50,641
16
$6.07M 2.52%
357,182
+80,367
17
$5.51M 2.29%
216,624
+42,884
18
$5.37M 2.23%
104,017
+29,096
19
$4.97M 2.06%
132,252
+120,272
20
$2.31M 0.96%
53,791
+13,779
21
$1.98M 0.82%
128,532
+30,122
22
$1.88M 0.78%
39,588
-103,764
23
$1.51M 0.63%
+38,647
24
$956K 0.4%
50,805
-33,025
25
$890K 0.37%
6,863
-82,247
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