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
551
$55.7K 0.01%
505
-8
552
$55.7K 0.01%
860
553
$55.5K 0.01%
1,690
+5
554
$54.8K 0.01%
754
-16
555
$53.8K 0.01%
364
-8
556
$53.7K 0.01%
426
+2
557
$53.3K 0.01%
207
558
$53.2K 0.01%
2,255
+253
559
$53.2K 0.01%
450
560
$52.7K 0.01%
1,655
+9
561
$51.9K 0.01%
1,535
+8
562
$51.7K 0.01%
675
-100
563
$51.5K 0.01%
1,000
564
$51.4K 0.01%
1,125
-134
565
$51.4K 0.01%
888
-53
566
$51.4K 0.01%
2,018
567
$51.3K 0.01%
1,031
-148
568
$51.3K 0.01%
1,026
+1
569
$50.8K 0.01%
13,986
-1,071
570
$50.7K 0.01%
400
571
$50.7K 0.01%
+793
572
$50.7K 0.01%
1,054
573
$50.4K 0.01%
210
574
$50K 0.01%
1,675
575
$49.5K 0.01%
1,009
21 22
23
24 25