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

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
826
$14.8K ﹤0.01%
66
827
$14.7K ﹤0.01%
620
828
$14.6K ﹤0.01%
77
829
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597
830
$14.6K ﹤0.01%
160
831
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75
832
$14.5K ﹤0.01%
495
833
$14.3K ﹤0.01%
437
+199
834
$14.3K ﹤0.01%
350
835
$14.3K ﹤0.01%
151
-1,130
836
$14.2K ﹤0.01%
40
837
$14.1K ﹤0.01%
505
838
$13.9K ﹤0.01%
212
+12
839
$13.9K ﹤0.01%
166
840
$13.9K ﹤0.01%
600
841
$13.8K ﹤0.01%
92
+30
842
$13.8K ﹤0.01%
43
+15
843
$13.7K ﹤0.01%
288
+2
844
$13.7K ﹤0.01%
424
845
$13.7K ﹤0.01%
150
-24
846
$13.7K ﹤0.01%
6,050
847
$13.7K ﹤0.01%
270
848
$13.7K ﹤0.01%
800
849
$13.6K ﹤0.01%
63
+15
850
$13.5K ﹤0.01%
432
+38