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
1026
$5.39K ﹤0.01%
134
+2
1027
$5.32K ﹤0.01%
68
1028
$5.31K ﹤0.01%
150
1029
$5.3K ﹤0.01%
105
-4
1030
$5.26K ﹤0.01%
473
-40
1031
$5.25K ﹤0.01%
78
1032
$5.17K ﹤0.01%
75
1033
$5.13K ﹤0.01%
104
-800
1034
$5.12K ﹤0.01%
41
1035
$5.08K ﹤0.01%
115
1036
$5.07K ﹤0.01%
335
1037
$5.06K ﹤0.01%
39
1038
$4.95K ﹤0.01%
216
1039
$4.92K ﹤0.01%
+41
1040
$4.89K ﹤0.01%
565
1041
$4.84K ﹤0.01%
+92
1042
$4.83K ﹤0.01%
88
1043
$4.82K ﹤0.01%
+157
1044
$4.82K ﹤0.01%
12
1045
$4.81K ﹤0.01%
87
1046
$4.79K ﹤0.01%
40
1047
$4.77K ﹤0.01%
17
1048
$4.77K ﹤0.01%
53
+1
1049
$4.71K ﹤0.01%
510
1050
$4.71K ﹤0.01%
200
-50
40 41
42
43 44