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
901
$9.93K ﹤0.01%
117
902
$9.87K ﹤0.01%
301
903
$9.85K ﹤0.01%
+148
904
$9.81K ﹤0.01%
223
+3
905
$9.77K ﹤0.01%
315
906
$9.69K ﹤0.01%
35
+5
907
$9.57K ﹤0.01%
386
908
$9.55K ﹤0.01%
206
+1
909
$9.52K ﹤0.01%
178
910
$9.51K ﹤0.01%
96
911
$9.5K ﹤0.01%
250
+2
912
$9.42K ﹤0.01%
240
913
$9.41K ﹤0.01%
135
914
$9.34K ﹤0.01%
+200
915
$9.33K ﹤0.01%
272
916
$9.27K ﹤0.01%
550
+10
917
$9.13K ﹤0.01%
40
918
$9.12K ﹤0.01%
473
919
$9.11K ﹤0.01%
900
+200
920
$9.1K ﹤0.01%
395
-3,902
921
$9.09K ﹤0.01%
24
922
$8.95K ﹤0.01%
275
923
$8.83K ﹤0.01%
500
924
$8.8K ﹤0.01%
215
925
$8.71K ﹤0.01%
376
-8
35 36
37
38 39