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
726
$23.8K ﹤0.01%
212
-110
727
$23.6K ﹤0.01%
389
-164
728
$23.6K ﹤0.01%
845
729
$23.5K ﹤0.01%
+798
730
$23.4K ﹤0.01%
1,000
731
$23.4K ﹤0.01%
967
732
$23.4K ﹤0.01%
601
-50
733
$23.4K ﹤0.01%
400
734
$23.3K ﹤0.01%
520
+5
735
$23.1K ﹤0.01%
385
-11
736
$23.1K ﹤0.01%
687
+1
737
$23K ﹤0.01%
1,139
-76
738
$22.9K ﹤0.01%
754
+1
739
$22.9K ﹤0.01%
1,110
+100
740
$22.9K ﹤0.01%
200
741
$22.6K ﹤0.01%
201
+1
742
$22.6K ﹤0.01%
105
-34
743
$22.5K ﹤0.01%
166
-868
744
$22.5K ﹤0.01%
682
+1
745
$22.3K ﹤0.01%
463
+400
746
$21.9K ﹤0.01%
500
747
$21.8K ﹤0.01%
1,039
-1,352
748
$21.8K ﹤0.01%
317
+1
749
$21.8K ﹤0.01%
1,036
750
$21.7K ﹤0.01%
809
28 29
30
31 32