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
376
$146K 0.02%
7,766
-1,168
377
$145K 0.02%
3,523
-104
378
$144K 0.02%
8,700
379
$143K 0.02%
1,090
+1
380
$143K 0.02%
2,350
-218
381
$142K 0.02%
197
382
$141K 0.02%
4,065
+192
383
$140K 0.02%
2,789
+65
384
$140K 0.02%
1,655
+857
385
$139K 0.02%
751
386
$138K 0.02%
2,460
387
$138K 0.02%
2,112
-937
388
$138K 0.02%
1,358
-48
389
$137K 0.02%
2,009
-189
390
$137K 0.02%
3,346
+316
391
$137K 0.02%
3,989
-56
392
$136K 0.02%
392
393
$135K 0.02%
2,687
+9
394
$135K 0.02%
1,348
-12
395
$135K 0.02%
15,781
+346
396
$134K 0.02%
1,012
-129
397
$134K 0.02%
3,452
-364
398
$131K 0.02%
4,121
-15
399
$130K 0.02%
1,330
+1
400
$129K 0.02%
1,030
+64
14 15
16
17 18