CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
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
476
$84.1K 0.01%
7,900
477
$84K 0.01%
885
-60
478
$83.3K 0.01%
3,368
479
$82.8K 0.01%
4,844
+2,673
480
$82.7K 0.01%
1,000
481
$82.3K 0.01%
1,939
482
$82.1K 0.01%
3,100
-91
483
$81.6K 0.01%
1,977
-168
484
$81K 0.01%
1,235
485
$81K 0.01%
737
+7
486
$81K 0.01%
824
-1,155
487
$80.3K 0.01%
3,308
488
$79.6K 0.01%
6,710
+2,500
489
$79.5K 0.01%
3,035
+1,570
490
$79.3K 0.01%
+3,250
491
$79K 0.01%
785
+136
492
$78.1K 0.01%
3,275
+6
493
$77.8K 0.01%
1,042
-12
494
$77.4K 0.01%
3,120
+2,853
495
$77.2K 0.01%
233
496
$77.1K 0.01%
1,500
497
$76.6K 0.01%
601
+38
498
$76.5K 0.01%
775
-1,498
499
$76.4K 0.01%
6,175
-200
500
$76.1K 0.01%
3,945
+1,559
18 19
20
21 22