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
426
$115K 0.02%
1,544
-64
427
$114K 0.02%
1,465
-1,224
428
$114K 0.02%
2,793
-872
429
$113K 0.02%
1,314
-72
430
$113K 0.02%
1,215
431
$113K 0.02%
3,750
+15
432
$113K 0.02%
3,139
433
$112K 0.02%
9,638
-369
434
$111K 0.02%
746
-195
435
$111K 0.02%
921
-200
436
$110K 0.02%
1,612
-5
437
$109K 0.02%
1,514
+221
438
$108K 0.02%
3,818
-91
439
$106K 0.02%
2,561
-117
440
$106K 0.02%
1,754
+7
441
$106K 0.02%
2,357
-953
442
$105K 0.02%
693
+2
443
$105K 0.02%
10,007
-6,115
444
$104K 0.02%
+3,315
445
$104K 0.02%
2,012
-178
446
$104K 0.02%
4,020
-15
447
$103K 0.02%
656
+1
448
$101K 0.01%
3,010
+10
449
$101K 0.01%
1,636
+1,436
450
$101K 0.01%
3,550
+500
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