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
676
$29.2K ﹤0.01%
846
-134
677
$29K ﹤0.01%
1,070
+3
678
$28.6K ﹤0.01%
392
679
$28.3K ﹤0.01%
390
+3
680
$28.2K ﹤0.01%
402
+3
681
$28.1K ﹤0.01%
395
-69
682
$28.1K ﹤0.01%
118
+15
683
$28K ﹤0.01%
318
-13
684
$28K ﹤0.01%
355
-72
685
$27.9K ﹤0.01%
90
686
$27.9K ﹤0.01%
972
687
$27.8K ﹤0.01%
461
+23
688
$27.8K ﹤0.01%
598
689
$27.7K ﹤0.01%
660
690
$27.6K ﹤0.01%
302
-49
691
$27.5K ﹤0.01%
191
+125
692
$27.5K ﹤0.01%
483
+4
693
$27.5K ﹤0.01%
684
-72
694
$27.5K ﹤0.01%
3,665
+93
695
$27.4K ﹤0.01%
1,172
+294
696
$27.2K ﹤0.01%
1,209
-123
697
$27K ﹤0.01%
769
+7
698
$27K ﹤0.01%
317
699
$27K ﹤0.01%
303
+5
700
$26.8K ﹤0.01%
800
26 27
28
29 30