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
$1.6B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$19.1M
3
+$16.2M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$14.7M
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$12.8M

Top Sells

1
+$35.8M
2
+$11.9M
3
+$11.1M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$10.3M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$9.63M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$75.7M 4.74%
539,257
-44,708
2
$73.7M 4.61%
1,478,643
+90,203
3
$69.8M 4.37%
752,480
+56,885
4
$62.1M 3.89%
1,795,091
-213,065
5
$62M 3.88%
232,657
+19,911
6
$60.1M 3.76%
2,477,729
+168,492
7
$56.2M 3.52%
1,013,131
-173,646
8
$55.7M 3.49%
528,184
+181,113
9
$48.8M 3.06%
835,133
+475,877
10
$40.3M 2.52%
297,704
-4,155
11
$36M 2.26%
376,168
-107,157
12
$35.8M 2.24%
656,908
-60,606
13
$32.5M 2.04%
1,294,856
+202,267
14
$32.4M 2.03%
791,613
+47,090
15
$31.5M 1.97%
175,339
-12,841
16
$29.4M 1.84%
754,691
+378,312
17
$29.2M 1.83%
354,993
+3,120
18
$28.2M 1.77%
557,246
+22,350
19
$27.5M 1.72%
326,569
+39,885
20
$27.2M 1.7%
1,371,316
+173,418
21
$24.9M 1.56%
673,893
+83,887
22
$24.6M 1.54%
1,119,060
+330,535
23
$24.4M 1.53%
608,444
+137,901
24
$23.8M 1.49%
555,315
+40,148
25
$22.7M 1.42%
583,959
-32,263
1
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