CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
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
926
$8.71K ﹤0.01%
404
+137
927
$8.64K ﹤0.01%
183
928
$8.63K ﹤0.01%
35
929
$8.56K ﹤0.01%
1,000
930
$8.55K ﹤0.01%
140
+2
931
$8.52K ﹤0.01%
117
-11
932
$8.42K ﹤0.01%
315
+2
933
$8.39K ﹤0.01%
48
934
$8.27K ﹤0.01%
210
935
$8.26K ﹤0.01%
287
936
$8.25K ﹤0.01%
715
-8,657
937
$8.25K ﹤0.01%
79
+1
938
$8.21K ﹤0.01%
+35
939
$8.2K ﹤0.01%
162
940
$8.14K ﹤0.01%
88
941
$8.02K ﹤0.01%
500
942
$7.82K ﹤0.01%
1,000
943
$7.79K ﹤0.01%
114
-20
944
$7.77K ﹤0.01%
103
+1
945
$7.76K ﹤0.01%
2,000
946
$7.66K ﹤0.01%
162
-175
947
$7.65K ﹤0.01%
+170
948
$7.62K ﹤0.01%
+953
949
$7.62K ﹤0.01%
153
950
$7.61K ﹤0.01%
99
36 37
38
39 40