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
776
$18.7K ﹤0.01%
630
-51
777
$18.7K ﹤0.01%
850
+100
778
$18.7K ﹤0.01%
320
779
$18.6K ﹤0.01%
225
780
$18.4K ﹤0.01%
1,758
781
$18.2K ﹤0.01%
599
782
$18.2K ﹤0.01%
941
-193
783
$18.2K ﹤0.01%
77
784
$18.2K ﹤0.01%
810
+288
785
$18.1K ﹤0.01%
215
786
$18.1K ﹤0.01%
748
787
$18K ﹤0.01%
30
788
$17.9K ﹤0.01%
1,200
789
$17.7K ﹤0.01%
469
+2
790
$17.7K ﹤0.01%
750
791
$17.6K ﹤0.01%
550
792
$17.5K ﹤0.01%
693
793
$17.4K ﹤0.01%
114
794
$17.4K ﹤0.01%
797
795
$17.3K ﹤0.01%
870
+1
796
$17.1K ﹤0.01%
287
797
$17K ﹤0.01%
3,224
-197
798
$16.9K ﹤0.01%
100
799
$16.9K ﹤0.01%
203
800
$16.8K ﹤0.01%
140
30 31
32
33 34