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
1101
$3.47K ﹤0.01%
97
1102
$3.47K ﹤0.01%
10,000
1103
$3.46K ﹤0.01%
150
1104
$3.37K ﹤0.01%
150
1105
$3.36K ﹤0.01%
45
1106
$3.31K ﹤0.01%
20
1107
$3.21K ﹤0.01%
200
1108
$3.17K ﹤0.01%
190
1109
$3.17K ﹤0.01%
20
1110
$3.16K ﹤0.01%
40
1111
$3.1K ﹤0.01%
110
1112
$3.08K ﹤0.01%
28
1113
$3.04K ﹤0.01%
208
1114
$3.04K ﹤0.01%
2,000
1115
$3.03K ﹤0.01%
15
1116
$3.03K ﹤0.01%
180
-15,703
1117
$2.97K ﹤0.01%
21
1118
$2.94K ﹤0.01%
110
+20
1119
$2.94K ﹤0.01%
38
1120
$2.89K ﹤0.01%
10
1121
$2.88K ﹤0.01%
15
1122
$2.88K ﹤0.01%
3,250
1123
$2.87K ﹤0.01%
214
1124
$2.86K ﹤0.01%
64
1125
$2.85K ﹤0.01%
35
43 44
45
46 47