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
1126
$2.84K ﹤0.01%
52
+1
1127
$2.84K ﹤0.01%
26
1128
$2.79K ﹤0.01%
51
1129
$2.65K ﹤0.01%
16
1130
$2.63K ﹤0.01%
15,000
1131
$2.61K ﹤0.01%
41
1132
$2.55K ﹤0.01%
22
1133
$2.54K ﹤0.01%
1,000
1134
$2.54K ﹤0.01%
130
1135
$2.52K ﹤0.01%
25
1136
$2.52K ﹤0.01%
1,230
1137
$2.49K ﹤0.01%
543
+19
1138
$2.48K ﹤0.01%
145
1139
$2.41K ﹤0.01%
108
1140
$2.37K ﹤0.01%
+500
1141
$2.36K ﹤0.01%
6
1142
$2.35K ﹤0.01%
+44
1143
$2.34K ﹤0.01%
+1,000
1144
$2.28K ﹤0.01%
26
1145
$2.27K ﹤0.01%
20
1146
$2.26K ﹤0.01%
20
1147
$2.25K ﹤0.01%
37
1148
$2.25K ﹤0.01%
202
1149
$2.22K ﹤0.01%
137
+3
1150
$2.21K ﹤0.01%
80
44 45
46
47 48