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
1176
$1.56K ﹤0.01%
10
1177
$1.56K ﹤0.01%
38
1178
$1.53K ﹤0.01%
86
1179
$1.49K ﹤0.01%
166
+11
1180
$1.49K ﹤0.01%
637
1181
$1.49K ﹤0.01%
38
1182
$1.46K ﹤0.01%
31
1183
$1.46K ﹤0.01%
23
1184
$1.46K ﹤0.01%
169
+4
1185
$1.45K ﹤0.01%
35
1186
$1.42K ﹤0.01%
45
-11
1187
$1.4K ﹤0.01%
300
1188
$1.38K ﹤0.01%
10
1189
$1.37K ﹤0.01%
61
1190
$1.34K ﹤0.01%
155
1191
$1.32K ﹤0.01%
29
1192
$1.32K ﹤0.01%
32
1193
$1.29K ﹤0.01%
6,000
1194
$1.25K ﹤0.01%
13
1195
$1.24K ﹤0.01%
21
1196
$1.23K ﹤0.01%
100
1197
$1.22K ﹤0.01%
100
1198
$1.21K ﹤0.01%
16
1199
$1.18K ﹤0.01%
12
1200
$1.13K ﹤0.01%
7
46 47
48
49 50