CFD

Creative Financial Designs Portfolio holdings

AUM $1.39B
1-Year Est. Return 10.76%
This Quarter Est. Return
1 Year Est. Return
+10.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$677M
AUM Growth
+$64.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,381
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$9.52M
3
+$4.39M
4
BND icon
Vanguard Total Bond Market
BND
+$3.91M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.59M

Top Sells

1
+$25.8M
2
+$2.65M
3
+$2.15M
4
TDTF icon
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
+$2.04M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$1.91M

Sector Composition

1 Technology 3.94%
2 Industrials 3.06%
3 Financials 2.55%
4 Consumer Discretionary 2.17%
5 Healthcare 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$181K 0.03%
1,646
327
$181K 0.03%
29,142
+469
328
$181K 0.03%
4,673
-2,627
329
$179K 0.03%
937
-224
330
$177K 0.03%
1,554
+1
331
$177K 0.03%
943
-178
332
$177K 0.03%
6,784
-1,284
333
$176K 0.03%
8,690
-2,504
334
$176K 0.03%
758
-7
335
$175K 0.03%
2,673
+5
336
$175K 0.03%
4,732
+1
337
$174K 0.03%
3,083
+2,814
338
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5,656
-394
339
$173K 0.03%
7,764
-329
340
$171K 0.03%
5,405
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341
$171K 0.03%
1,890
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342
$171K 0.03%
1,287
-3,387
343
$170K 0.03%
795
-38
344
$170K 0.03%
3,696
-401
345
$170K 0.03%
5,800
+2,800
346
$169K 0.02%
3,544
-714
347
$169K 0.02%
8,121
-4
348
$168K 0.02%
1,963
+4
349
$168K 0.02%
1,120
350
$167K 0.02%
2,011
+501
12 13
14
15 16