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
$475M
AUM Growth
+$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$4.46M
3
+$3.97M
4
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$3.86M
5
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$3.41M

Top Sells

1
+$4.69M
2
+$1.71M
3
+$1.49M
4
EWG icon
iShares MSCI Germany ETF
EWG
+$991K
5
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$268K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42.3M 8.91%
746,378
+78,555
2
$30.5M 6.41%
269,870
+24,293
3
$29.6M 6.23%
552,901
+74,110
4
$29M 6.09%
259,497
+27,733
5
$27.4M 5.76%
214,828
+26,325
6
$27.1M 5.71%
915,941
+49,354
7
$25.5M 5.36%
797,809
+28,583
8
$25.3M 5.33%
937,941
+204,485
9
$19.1M 4.03%
176,812
+25,721
10
$16.8M 3.54%
149,432
+18,452
11
$14.7M 3.08%
388,264
+29,595
12
$14.3M 3.02%
320,521
+45,047
13
$12.9M 2.7%
538,926
+142,865
14
$12.6M 2.66%
295,553
+59,848
15
$11.6M 2.43%
249,853
+83,304
16
$10.5M 2.2%
371,482
+4,142
17
$10.5M 2.2%
265,783
+26,166
18
$10.2M 2.14%
189,220
+26,750
19
$9.91M 2.08%
658,987
+16,065
20
$9.89M 2.08%
85,040
+11,219
21
$9M 1.89%
168,996
+15,747
22
$8.97M 1.89%
222,839
+65,954
23
$8.4M 1.77%
171,226
+15,708
24
$7.24M 1.52%
77,358
+13,039
25
$7.2M 1.51%
142,552
+55,321
1
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