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
1076
$4.02K ﹤0.01%
83
1077
$4.02K ﹤0.01%
173
1078
$4K ﹤0.01%
78
-29
1079
$4K ﹤0.01%
550
1080
$4K ﹤0.01%
+143
1081
$3.99K ﹤0.01%
49
1082
$3.97K ﹤0.01%
345
+7
1083
$3.97K ﹤0.01%
46
-95
1084
$3.93K ﹤0.01%
+6
1085
$3.91K ﹤0.01%
100
1086
$3.87K ﹤0.01%
191
1087
$3.87K ﹤0.01%
48
1088
$3.85K ﹤0.01%
270
1089
$3.85K ﹤0.01%
417
1090
$3.84K ﹤0.01%
39
1091
$3.77K ﹤0.01%
81
1092
$3.74K ﹤0.01%
76
1093
$3.69K ﹤0.01%
154
1094
$3.67K ﹤0.01%
115
+1
1095
$3.6K ﹤0.01%
105
1096
$3.55K ﹤0.01%
51
1097
$3.53K ﹤0.01%
365
1098
$3.5K ﹤0.01%
166
1099
$3.48K ﹤0.01%
800
1100
$3.47K ﹤0.01%
59
42 43
44
45 46