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
$420M
AUM Growth
+$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$11.2M
3
+$9.17M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$7.34M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$5.64M

Top Sells

1
+$7.97M
2
+$3.77M
3
+$3.37M
4
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$2.94M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.85M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.5M 8.68%
667,823
+205,652
2
$27.3M 6.51%
245,577
+49,409
3
$26.3M 6.26%
478,791
+70,040
4
$25.7M 6.12%
231,764
+82,655
5
$25.3M 6.02%
866,587
+193,271
6
$24.1M 5.73%
769,226
+234,755
7
$23.4M 5.58%
188,503
+10,429
8
$20M 4.75%
733,456
+514,385
9
$16.3M 3.87%
151,091
+13,502
10
$14.4M 3.43%
130,980
+9,757
11
$13.7M 3.27%
358,669
+45,046
12
$13M 3.1%
275,474
-79,901
13
$10.3M 2.46%
396,061
-112,722
14
$10.2M 2.43%
235,705
-25,354
15
$10.1M 2.41%
642,922
+49,224
16
$9.92M 2.36%
367,340
+25,349
17
$8.81M 2.1%
239,617
+11,423
18
$8.68M 2.07%
162,470
+14,263
19
$8.53M 2.03%
73,821
+4,704
20
$8.1M 1.93%
153,249
-39,492
21
$7.79M 1.85%
68,715
+2,375
22
$7.73M 1.84%
58,226
-13,350
23
$7.7M 1.83%
166,549
+67,362
24
$7.67M 1.83%
155,518
+13,657
25
$6.67M 1.59%
156,885
+107,574
1
2 3