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
501
$75.6K 0.01%
1,142
+865
502
$75.5K 0.01%
+2,500
503
$75.3K 0.01%
1,712
-157
504
$74.9K 0.01%
912
+197
505
$73.9K 0.01%
+23,768
506
$73.7K 0.01%
1,972
507
$73.5K 0.01%
1,670
508
$73.5K 0.01%
878
509
$71.6K 0.01%
826
+6
510
$71.5K 0.01%
216
+19
511
$71K 0.01%
2,500
512
$70.6K 0.01%
3,057
+765
513
$70.3K 0.01%
1,806
-102
514
$70.1K 0.01%
1,491
-153
515
$69.9K 0.01%
918
-13
516
$68.9K 0.01%
436
+34
517
$68.5K 0.01%
1,674
-49
518
$67.9K 0.01%
4,000
+3,362
519
$67.8K 0.01%
489
-3
520
$67.4K 0.01%
767
521
$66.6K 0.01%
1,395
522
$65.2K 0.01%
12,000
523
$65.1K 0.01%
1,826
-43
524
$64.7K 0.01%
2,883
+346
525
$64.7K 0.01%
3,960
19 20
21
22 23