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
576
$48.7K 0.01%
277
577
$48.6K 0.01%
839
+62
578
$48.5K 0.01%
326
579
$48.4K 0.01%
403
+1
580
$48.1K 0.01%
639
-135
581
$48K 0.01%
3,404
+73
582
$47.9K 0.01%
716
583
$47.2K 0.01%
1,680
584
$46.8K 0.01%
2,348
+347
585
$46.6K 0.01%
707
586
$46.5K 0.01%
1,500
587
$46.1K 0.01%
734
-98
588
$46.1K 0.01%
1,020
-19
589
$46.1K 0.01%
1,851
-3,317
590
$45.8K 0.01%
1,000
591
$45.6K 0.01%
422
-399
592
$44.9K 0.01%
1,863
+600
593
$44.5K 0.01%
181
+1
594
$44.4K 0.01%
1,079
-53
595
$43.5K 0.01%
318
+18
596
$43.5K 0.01%
561
+5
597
$43.1K 0.01%
97
+12
598
$43K 0.01%
263
599
$42.8K 0.01%
698
-79
600
$42.2K 0.01%
579
22 23
24
25 26