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
601
$41.9K 0.01%
8,036
+6,700
602
$41.7K 0.01%
2,589
603
$41.5K 0.01%
1,500
604
$41.3K 0.01%
320
-1,531
605
$41K 0.01%
1,303
+534
606
$41K 0.01%
552
-46
607
$40.5K 0.01%
1,144
-568
608
$40K 0.01%
441
609
$39.4K 0.01%
1,409
+106
610
$39.3K 0.01%
902
-49,344
611
$38.6K 0.01%
1,700
612
$38.4K 0.01%
280
-281
613
$38.4K 0.01%
447
+2
614
$38.3K 0.01%
393
+86
615
$38.2K 0.01%
468
+1
616
$38.1K 0.01%
800
617
$38.1K 0.01%
69
-100
618
$38K 0.01%
1,135
+5
619
$38K 0.01%
1,493
620
$37.9K 0.01%
1,276
-89,061
621
$37.9K 0.01%
727
622
$37.7K 0.01%
1,551
+1,455
623
$37.5K 0.01%
1,586
+6
624
$37.5K 0.01%
448
-694
625
$37.4K 0.01%
945
+393
23 24
25
26 27