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
1051
$4.57K ﹤0.01%
205
1052
$4.55K ﹤0.01%
97
1053
$4.51K ﹤0.01%
100
1054
$4.5K ﹤0.01%
15
1055
$4.49K ﹤0.01%
87
1056
$4.47K ﹤0.01%
32
1057
$4.47K ﹤0.01%
1,000
1058
$4.46K ﹤0.01%
250
1059
$4.45K ﹤0.01%
200
1060
$4.42K ﹤0.01%
112
-2
1061
$4.39K ﹤0.01%
26
1062
$4.38K ﹤0.01%
10
1063
$4.36K ﹤0.01%
14
1064
$4.31K ﹤0.01%
54
1065
$4.3K ﹤0.01%
107
1066
$4.27K ﹤0.01%
400
1067
$4.26K ﹤0.01%
115
1068
$4.26K ﹤0.01%
133
1069
$4.25K ﹤0.01%
162
1070
$4.2K ﹤0.01%
276
1071
$4.16K ﹤0.01%
150
1072
$4.14K ﹤0.01%
140
1073
$4.09K ﹤0.01%
89
1074
$4.09K ﹤0.01%
+118
1075
$4.03K ﹤0.01%
2
41 42
43
44 45