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
$969M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$38.5M
2
+$25.6M
3
+$13.5M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$8.2M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$7.85M

Top Sells

1
+$19.5M
2
+$12.7M
3
+$11.6M
4
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$4.76M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$3.93M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$69.8M 7.21%
508,082
+34,023
2
$55.4M 5.72%
156,412
+15,969
3
$53.2M 5.5%
788,270
-288,218
4
$51.5M 5.31%
1,866,822
+72,824
5
$49.6M 5.12%
1,070,911
-41,106
6
$46.8M 4.83%
405,298
+67,932
7
$42.2M 4.35%
776,386
+42,859
8
$41.5M 4.28%
504,078
+468,120
9
$41.3M 4.26%
381,357
+45,178
10
$33.6M 3.47%
534,171
-15,637
11
$31.4M 3.24%
217,459
+56,829
12
$27.7M 2.86%
530,124
+257,933
13
$26.7M 2.76%
889,915
-130,849
14
$25.9M 2.68%
736,695
+726,137
15
$25.9M 2.68%
405,386
+4,213
16
$25.2M 2.6%
459,042
+58,655
17
$23.8M 2.46%
514,069
+43,720
18
$23.1M 2.38%
520,499
-44,591
19
$23M 2.37%
581,796
-43,665
20
$22.5M 2.32%
666,486
-376,096
21
$21.9M 2.26%
645,588
-140,717
22
$19.3M 2%
468,280
+1,638
23
$17.9M 1.85%
336,167
+4,736
24
$17.2M 1.77%
709,692
-4,765
25
$15.6M 1.61%
152,904
+3,771
1
2 3