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
976
$6.76K ﹤0.01%
28
977
$6.75K ﹤0.01%
+287
978
$6.73K ﹤0.01%
104
979
$6.7K ﹤0.01%
46
980
$6.66K ﹤0.01%
130
981
$6.66K ﹤0.01%
470
982
$6.54K ﹤0.01%
1,100
983
$6.47K ﹤0.01%
81
+1
984
$6.46K ﹤0.01%
75
985
$6.46K ﹤0.01%
40
986
$6.45K ﹤0.01%
50
987
$6.44K ﹤0.01%
150
988
$6.43K ﹤0.01%
241
989
$6.4K ﹤0.01%
225
990
$6.24K ﹤0.01%
300
991
$6.24K ﹤0.01%
23
992
$6.23K ﹤0.01%
16
993
$6.22K ﹤0.01%
100
994
$6.22K ﹤0.01%
113
+1
995
$6.21K ﹤0.01%
1,000
996
$6.2K ﹤0.01%
262
-1,736
997
$6.2K ﹤0.01%
226
+150
998
$6.16K ﹤0.01%
157
999
$6.11K ﹤0.01%
+200
1000
$6.11K ﹤0.01%
197
38 39
40
41 42