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
951
$7.5K ﹤0.01%
725
952
$7.48K ﹤0.01%
122
+1
953
$7.41K ﹤0.01%
464
954
$7.4K ﹤0.01%
810
+30
955
$7.39K ﹤0.01%
286
956
$7.34K ﹤0.01%
18
957
$7.34K ﹤0.01%
96
+1
958
$7.33K ﹤0.01%
161
959
$7.27K ﹤0.01%
167
960
$7.24K ﹤0.01%
+25,000
961
$7.23K ﹤0.01%
5
962
$7.2K ﹤0.01%
151
963
$7.07K ﹤0.01%
646
964
$7.02K ﹤0.01%
403
965
$6.96K ﹤0.01%
700
966
$6.91K ﹤0.01%
148
967
$6.88K ﹤0.01%
136
968
$6.86K ﹤0.01%
130
-1,700
969
$6.86K ﹤0.01%
505
+1
970
$6.86K ﹤0.01%
32
971
$6.86K ﹤0.01%
88
+1
972
$6.83K ﹤0.01%
53
973
$6.83K ﹤0.01%
212
974
$6.82K ﹤0.01%
219
975
$6.79K ﹤0.01%
+50
37 38
39
40 41