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
$2.01B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$20.1M
3
+$11.4M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$9.87M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$9.39M

Top Sells

1
+$24.9M
2
+$18.5M
3
+$14.5M
4
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$2.62M
5
IYR icon
iShares US Real Estate ETF
IYR
+$2.35M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$159M 7.93%
1,410,068
+83,156
2
$157M 7.81%
899,141
+10,641
3
$156M 7.78%
778,677
+17,063
4
$145M 7.21%
2,456,136
+120,532
5
$121M 6.02%
1,263,660
+70,559
6
$95.1M 4.73%
567,357
+58,838
7
$94.1M 4.68%
1,323,177
+59,878
8
$80.6M 4.01%
1,622,417
-3,852
9
$78.5M 3.91%
3,047,828
+24,155
10
$77.4M 3.85%
1,616,755
-386,378
11
$61.3M 3.05%
1,164,005
+55,016
12
$60.1M 2.99%
840,188
+46,954
13
$50M 2.49%
490,543
-23,054
14
$47.4M 2.36%
194,575
+46,948
15
$40.6M 2.02%
367,720
+42,910
16
$38.3M 1.91%
916,957
-347,616
17
$30.9M 1.54%
1,181,832
+28,002
18
$28.4M 1.42%
636,688
-31,557
19
$27.1M 1.35%
497,630
+8,098
20
$24.1M 1.2%
290,404
+27,603
21
$23.4M 1.16%
822,380
+13,473
22
$23.1M 1.15%
437,661
+35,543
23
$22.1M 1.1%
530,292
-7,461
24
$20.5M 1.02%
243,938
+5,643
25
$20.1M 1%
+398,473
1
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