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
626
$36.8K 0.01%
1,177
-6
627
$36.4K 0.01%
506
-65
628
$36.3K 0.01%
1,128
629
$36.3K 0.01%
1,604
+7
630
$35.9K 0.01%
1,466
+20
631
$35.7K 0.01%
730
-1,500
632
$35.5K 0.01%
610
+2
633
$35.5K 0.01%
2,100
634
$35.2K 0.01%
1,661
635
$35.1K 0.01%
251
-9
636
$34.6K 0.01%
699
+9
637
$34.1K 0.01%
384
638
$33.8K 0.01%
300
-78
639
$33.6K 0.01%
750
-600
640
$33.5K 0.01%
1,483
-512
641
$33.4K ﹤0.01%
+3,000
642
$33.3K ﹤0.01%
7,300
643
$33.1K ﹤0.01%
1,024
+380
644
$32.8K ﹤0.01%
4,066
+55
645
$32.7K ﹤0.01%
2,805
+54
646
$32.7K ﹤0.01%
1,000
647
$32.6K ﹤0.01%
1,212
-100
648
$32.4K ﹤0.01%
5,468
+133
649
$32.4K ﹤0.01%
860
-40
650
$32.3K ﹤0.01%
1,291
24 25
26
27 28