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
$1.34B
AUM Growth
-$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$34.7M
2
+$14.9M
3
+$9.98M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$8.58M
5
EWY icon
iShares MSCI South Korea ETF
EWY
+$8.56M

Top Sells

1
+$40.4M
2
+$16.9M
3
+$10.4M
4
IAU icon
iShares Gold Trust
IAU
+$8.05M
5
SLV icon
iShares Silver Trust
SLV
+$6.62M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$74.9M 5.61%
568,209
+1,367
2
$66.4M 4.97%
1,256,908
-3,241
3
$65.2M 4.88%
1,899,129
-234,702
4
$60.5M 4.53%
621,086
+53,118
5
$60.2M 4.51%
1,191,007
+293,824
6
$55.2M 4.13%
196,780
+25,156
7
$54.7M 4.09%
2,267,253
+10,834
8
$49.4M 3.7%
430,372
+41,708
9
$39.8M 2.98%
753,063
+52,621
10
$34.7M 2.6%
+315,693
11
$33M 2.47%
188,132
-23,691
12
$30.3M 2.27%
579,975
-13,102
13
$28.4M 2.13%
683,224
+507
14
$27.7M 2.07%
343,451
+44,887
15
$27.3M 2.04%
1,035,678
+95,846
16
$25.3M 1.89%
618,463
+28,479
17
$24.6M 1.84%
727,341
+15,288
18
$23.1M 1.73%
251,533
+27,829
19
$23.1M 1.73%
565,553
+25,747
20
$22.4M 1.68%
269,646
-35,092
21
$21.6M 1.62%
586,499
+11,579
22
$21.3M 1.59%
164,155
+66,245
23
$20M 1.5%
396,348
+68,193
24
$19.7M 1.48%
1,035,682
+36,765
25
$17.8M 1.33%
372,866
-118
1
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