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
751
$21.5K ﹤0.01%
2,000
752
$21.4K ﹤0.01%
182
+1
753
$21.3K ﹤0.01%
451
+3
754
$21.2K ﹤0.01%
+236
755
$21.1K ﹤0.01%
86
756
$21.1K ﹤0.01%
681
757
$21K ﹤0.01%
298
-24
758
$20.8K ﹤0.01%
502
+1
759
$20.7K ﹤0.01%
301
760
$20.6K ﹤0.01%
207
+2
761
$20.4K ﹤0.01%
600
762
$20.4K ﹤0.01%
432
763
$20.3K ﹤0.01%
1,375
764
$20.2K ﹤0.01%
344
765
$20.2K ﹤0.01%
298
766
$20.1K ﹤0.01%
2,801
+1
767
$20.1K ﹤0.01%
387
+287
768
$19.9K ﹤0.01%
468
+2
769
$19.7K ﹤0.01%
801
770
$19.7K ﹤0.01%
680
771
$19.6K ﹤0.01%
624
+7
772
$19.2K ﹤0.01%
835
773
$19.2K ﹤0.01%
+725
774
$19.1K ﹤0.01%
1,032
775
$19K ﹤0.01%
296
+217
29 30
31
32 33