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
526
$64.3K 0.01%
1,280
527
$64.3K 0.01%
1,320
+2
528
$63.8K 0.01%
1,239
529
$63.3K 0.01%
1,063
-109
530
$63.3K 0.01%
694
-133
531
$63K 0.01%
2,032
+7
532
$62.7K 0.01%
264
-2
533
$62.5K 0.01%
601
+1
534
$62.1K 0.01%
641
-266,380
535
$61.3K 0.01%
5,195
536
$60.9K 0.01%
704
537
$60.4K 0.01%
2,661
+236
538
$60.3K 0.01%
353
+1
539
$60.1K 0.01%
3,221
540
$60.1K 0.01%
1,598
-177
541
$60.1K 0.01%
1,408
+1,259
542
$60K 0.01%
723
+381
543
$59.9K 0.01%
+262
544
$59.8K 0.01%
1,419
+7
545
$59.4K 0.01%
1,452
+42
546
$58.6K 0.01%
2,991
-425
547
$57.7K 0.01%
678
+3
548
$57.6K 0.01%
1,104
-84
549
$57.1K 0.01%
474
-19
550
$56.6K 0.01%
400
20 21
22
23 24