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
701
$26.6K ﹤0.01%
1,075
+294
702
$26.6K ﹤0.01%
547
703
$26.6K ﹤0.01%
+1,000
704
$26.6K ﹤0.01%
415
705
$26.4K ﹤0.01%
451
+26
706
$26.1K ﹤0.01%
453
-15,534
707
$25.9K ﹤0.01%
200
708
$25.8K ﹤0.01%
202
709
$25.7K ﹤0.01%
206
+1
710
$25.7K ﹤0.01%
787
711
$25.5K ﹤0.01%
1,509
-5,696
712
$25.4K ﹤0.01%
900
713
$25.4K ﹤0.01%
47
+1
714
$25.3K ﹤0.01%
356
715
$25.1K ﹤0.01%
820
-85
716
$25.1K ﹤0.01%
49
+7
717
$24.7K ﹤0.01%
105
718
$24.6K ﹤0.01%
220
719
$24.5K ﹤0.01%
350
720
$24.5K ﹤0.01%
468
+198
721
$24.3K ﹤0.01%
2,363
722
$24.1K ﹤0.01%
243
723
$23.9K ﹤0.01%
1,319
+18
724
$23.9K ﹤0.01%
2,516
+765
725
$23.8K ﹤0.01%
377
+2
27 28
29
30 31