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
651
$32.2K ﹤0.01%
428
-328
652
$32.1K ﹤0.01%
1,742
653
$31.8K ﹤0.01%
1,220
+2
654
$31.8K ﹤0.01%
1,000
655
$31.5K ﹤0.01%
1,000
656
$31.4K ﹤0.01%
1,528
+666
657
$31.3K ﹤0.01%
93
-16
658
$31.3K ﹤0.01%
549
+1
659
$31.2K ﹤0.01%
1,104
660
$30.6K ﹤0.01%
696
-61
661
$30.4K ﹤0.01%
490
+190
662
$30.4K ﹤0.01%
748
663
$30.3K ﹤0.01%
1,174
+80
664
$30.1K ﹤0.01%
1,325
+25
665
$30.1K ﹤0.01%
+1,000
666
$30.1K ﹤0.01%
100
667
$29.9K ﹤0.01%
+650
668
$29.8K ﹤0.01%
1,094
669
$29.8K ﹤0.01%
+1,000
670
$29.6K ﹤0.01%
2,690
-29
671
$29.6K ﹤0.01%
1,000
672
$29.4K ﹤0.01%
650
673
$29.2K ﹤0.01%
567
+1
674
$29.2K ﹤0.01%
472
675
$29.2K ﹤0.01%
1,006
+253
25 26
27
28 29