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
851
$13.4K ﹤0.01%
450
852
$13.3K ﹤0.01%
150
853
$13.3K ﹤0.01%
567
854
$13.2K ﹤0.01%
208
+1
855
$13K ﹤0.01%
697
-605
856
$13K ﹤0.01%
+100
857
$12.9K ﹤0.01%
90
858
$12.9K ﹤0.01%
507
859
$12.8K ﹤0.01%
124
860
$12.8K ﹤0.01%
285
+200
861
$12.6K ﹤0.01%
452
-22
862
$12.5K ﹤0.01%
558
863
$12.5K ﹤0.01%
1,000
864
$12.2K ﹤0.01%
317
865
$12.2K ﹤0.01%
1,000
-41
866
$12.1K ﹤0.01%
275
867
$12.1K ﹤0.01%
479
+8
868
$12K ﹤0.01%
668
869
$11.9K ﹤0.01%
414
-34
870
$11.8K ﹤0.01%
296
871
$11.8K ﹤0.01%
105
-150
872
$11.7K ﹤0.01%
111
873
$11.7K ﹤0.01%
182
874
$11.5K ﹤0.01%
134
875
$11.5K ﹤0.01%
1,008
+8
33 34
35
36 37