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
1151
$2.18K ﹤0.01%
40
+20
1152
$2.17K ﹤0.01%
135
1153
$2.16K ﹤0.01%
19
1154
$2.12K ﹤0.01%
400
1155
$2.05K ﹤0.01%
250
1156
$2.04K ﹤0.01%
75
+15
1157
$2.02K ﹤0.01%
50
1158
$1.99K ﹤0.01%
31
1159
$1.98K ﹤0.01%
25
1160
$1.98K ﹤0.01%
52
1161
$1.98K ﹤0.01%
40
+1
1162
$1.95K ﹤0.01%
193
-174
1163
$1.89K ﹤0.01%
92
1164
$1.89K ﹤0.01%
3
1165
$1.88K ﹤0.01%
75
1166
$1.8K ﹤0.01%
32
+1
1167
$1.76K ﹤0.01%
13
1168
$1.74K ﹤0.01%
27
1169
$1.71K ﹤0.01%
40
+1
1170
$1.65K ﹤0.01%
68
-109
1171
$1.64K ﹤0.01%
43
+1
1172
$1.63K ﹤0.01%
100
1173
$1.6K ﹤0.01%
12
1174
$1.59K ﹤0.01%
100
1175
$1.58K ﹤0.01%
10,000
45 46
47
48 49