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
876
$11.3K ﹤0.01%
1,115
-50
877
$11.3K ﹤0.01%
750
878
$11.1K ﹤0.01%
200
879
$11.1K ﹤0.01%
+429
880
$11.1K ﹤0.01%
329
+6
881
$11.1K ﹤0.01%
387
882
$10.9K ﹤0.01%
100
883
$10.9K ﹤0.01%
3,800
884
$10.9K ﹤0.01%
1,700
885
$10.8K ﹤0.01%
154
886
$10.8K ﹤0.01%
300
887
$10.8K ﹤0.01%
7,450
888
$10.8K ﹤0.01%
211
889
$10.7K ﹤0.01%
244
890
$10.6K ﹤0.01%
463
891
$10.4K ﹤0.01%
848
+8
892
$10.3K ﹤0.01%
+288
893
$10.3K ﹤0.01%
40
894
$10.3K ﹤0.01%
1,000
895
$10.2K ﹤0.01%
57
896
$10.2K ﹤0.01%
1,050
897
$10.2K ﹤0.01%
237
-285
898
$10.1K ﹤0.01%
61
899
$9.99K ﹤0.01%
104
900
$9.94K ﹤0.01%
262
-649
34 35
36
37 38