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
1001
$6.09K ﹤0.01%
90
1002
$6.08K ﹤0.01%
20
1003
$6.06K ﹤0.01%
84
+1
1004
$5.95K ﹤0.01%
926
+250
1005
$5.89K ﹤0.01%
76
-96
1006
$5.87K ﹤0.01%
644
+600
1007
$5.84K ﹤0.01%
892
1008
$5.83K ﹤0.01%
70
1009
$5.83K ﹤0.01%
120
1010
$5.79K ﹤0.01%
45
1011
$5.77K ﹤0.01%
47
1012
$5.71K ﹤0.01%
17
1013
$5.71K ﹤0.01%
528
1014
$5.71K ﹤0.01%
566
+16
1015
$5.7K ﹤0.01%
79
-84
1016
$5.64K ﹤0.01%
55
1017
$5.58K ﹤0.01%
135
-10
1018
$5.52K ﹤0.01%
194
1019
$5.51K ﹤0.01%
121
+1
1020
$5.48K ﹤0.01%
150
+75
1021
$5.47K ﹤0.01%
13
1022
$5.43K ﹤0.01%
165
1023
$5.42K ﹤0.01%
50
1024
$5.41K ﹤0.01%
77
1025
$5.39K ﹤0.01%
50
39 40
41
42 43