Where the money went
A month of creation-and-redemption dollars, split the way allocators actually decide: which sector, and whether a manager or an index runs it. The full flow map →
| Sector | Active | Passive | Net |
|---|---|---|---|
| Fixed Income | −$1M | +$7.1B | +$7.1B |
| Technology | +$1.1B | −$3.7B | −$2.6B |
| Financials | +$138M | +$2.9B | +$3B |
| Consumer | −$52M | +$1.7B | +$1.6B |
| Industrials | — | −$1B | −$1B |
| Health Care | — | −$863M | −$863M |
| Materials | — | −$765M | −$765M |
| Energy | — | −$491M | −$491M |
The instruments
The jobs advisors actually do, each with its own tool — free, computed live, assumptions in plain words. All instruments →
Tax-Loss Harvest FinderSell the loss, keep the exposure — ranked wash-sale-aware stand-ins with the evidence attached.correlation · overlap · fee deltaModel LabSave the mixes you run. Every model becomes a living dashboard with drift, fees, and stress built in.saved models · drift · weekly briefThe Stress RoomAny mix, replayed through 2008, COVID, and the 2022 rate shock — real history, honestly labeled.drawdown · recovery · vs 60/40Fee Drag AnalyzerCosts in dollars at a real balance, compounded over decades, with cheaper swaps sleeve by sleeve.dollars, not basis pointsThe WatchtowerNightly surveillance — fee cuts, unusual flows, closure risk. Star a fund and the alerts find you.scanned nightly · emailed to watchersThe RecordDated, immutable snapshots of every comparison — the documentation trail fiduciaries need.timestamped · printable · yours
The shelf, by category
Computed nightly from what each fund actually holds and how it is run — not a curated list. All categories →
Technology76 funds · $4.64T −$967M / moSector Funds143 funds · $3.13T +$956M / moBroad Market17 funds · $2.93T −$10.9B / moBonds & Fixed Income78 funds · $1.02T +$10.6B / moInternational & Emerging51 funds · $907.3B +$5.5B / moGrowth & Value35 funds · $746.8B −$2.5B / moSmall & Mid Cap22 funds · $518.7B −$4.8B / moGold & Precious Metals4 funds · $444.6B +$3B / moDividend & Income23 funds · $386.8B +$3.3B / mo