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
351
$166K 0.02%
8,079
-1,070
352
$166K 0.02%
1,642
+2
353
$164K 0.02%
5,370
+13
354
$162K 0.02%
1,524
+762
355
$161K 0.02%
2,165
+229
356
$159K 0.02%
1,923
+461
357
$158K 0.02%
565
-20
358
$158K 0.02%
6,416
+100
359
$157K 0.02%
4,343
+656
360
$156K 0.02%
6,462
-9,866
361
$155K 0.02%
330
-33
362
$155K 0.02%
1,408
-324
363
$154K 0.02%
4,984
-628
364
$154K 0.02%
3,059
+42
365
$154K 0.02%
8,643
+3,207
366
$152K 0.02%
1,853
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367
$152K 0.02%
4,614
-512
368
$150K 0.02%
9,442
-524
369
$149K 0.02%
563
+20
370
$149K 0.02%
2,627
-37
371
$148K 0.02%
2,118
372
$147K 0.02%
3,085
373
$146K 0.02%
341
374
$146K 0.02%
8,500
375
$146K 0.02%
5,586
-1,200
13 14
15
16 17