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
801
$16.7K ﹤0.01%
562
+300
802
$16.5K ﹤0.01%
850
803
$16.3K ﹤0.01%
1,533
+750
804
$16.2K ﹤0.01%
322
-2
805
$16K ﹤0.01%
468
806
$16K ﹤0.01%
284
+1
807
$16K ﹤0.01%
670
808
$15.9K ﹤0.01%
2,500
809
$15.9K ﹤0.01%
446
+3
810
$15.9K ﹤0.01%
418
+1
811
$15.9K ﹤0.01%
200
-60
812
$15.9K ﹤0.01%
135
813
$15.7K ﹤0.01%
524
814
$15.6K ﹤0.01%
801
+297
815
$15.6K ﹤0.01%
630
816
$15.5K ﹤0.01%
352
817
$15.5K ﹤0.01%
194
818
$15.3K ﹤0.01%
139
819
$15.2K ﹤0.01%
22
+1
820
$15.2K ﹤0.01%
130
821
$15K ﹤0.01%
154
+1
822
$15K ﹤0.01%
100
823
$15K ﹤0.01%
213
824
$15K ﹤0.01%
380
825
$14.9K ﹤0.01%
700
31 32
33
34 35