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
$565M
AUM Growth
+$726K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$6.31M
3
+$6.16M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$6.12M
5
MOO icon
VanEck Agribusiness ETF
MOO
+$5.35M

Top Sells

1
+$10.6M
2
+$7.26M
3
+$3.4M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$2.92M
5
IAU icon
iShares Gold Trust
IAU
+$2.34M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48.4M 8.57%
980,932
+426,904
2
$32M 5.66%
359,265
+70,830
3
$31.6M 5.6%
731,169
+142,228
4
$31.6M 5.59%
255,798
+12,532
5
$31.6M 5.58%
1,044,308
+73,773
6
$30.4M 5.37%
373,353
+75,237
7
$29.7M 5.26%
1,150,651
+178,668
8
$29.6M 5.24%
1,257,001
+146,294
9
$23.4M 4.15%
212,274
+3,260
10
$19.2M 3.4%
638,118
-77,533
11
$17.6M 3.11%
144,674
-27,950
12
$16.6M 2.94%
563,738
+166,720
13
$16.4M 2.9%
482,925
+86,214
14
$12.8M 2.27%
981,662
+407,381
15
$12.8M 2.26%
412,864
+72,733
16
$12.5M 2.2%
311,523
+89,896
17
$12.2M 2.16%
233,307
+11,312
18
$12.1M 2.13%
744,682
+158,843
19
$11.8M 2.09%
216,446
+29,359
20
$9.9M 1.75%
60,011
-3,749
21
$9.71M 1.72%
196,990
+31,581
22
$9.35M 1.65%
273,879
+136,777
23
$8.66M 1.53%
512,817
+306,404
24
$8.63M 1.53%
177,117
+57,264
25
$8.58M 1.52%
72,799
+18,556
1
2 3