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
1201
$1.13K ﹤0.01%
86
1202
$1.12K ﹤0.01%
50
1203
$1.09K ﹤0.01%
16
1204
$1.08K ﹤0.01%
22
1205
$1.03K ﹤0.01%
39
1206
$1K ﹤0.01%
45
1207
$982 ﹤0.01%
21
1208
$943 ﹤0.01%
250
1209
$928 ﹤0.01%
2,000
1210
$903 ﹤0.01%
31
+1
1211
$901 ﹤0.01%
40
1212
$901 ﹤0.01%
43
+10
1213
$887 ﹤0.01%
14
1214
$879 ﹤0.01%
6
1215
$872 ﹤0.01%
133
1216
$832 ﹤0.01%
9
1217
$830 ﹤0.01%
17
1218
$819 ﹤0.01%
20
1219
$814 ﹤0.01%
100
1220
$800 ﹤0.01%
2
1221
$790 ﹤0.01%
200
1222
$777 ﹤0.01%
2
1223
$765 ﹤0.01%
16
1224
$739 ﹤0.01%
80
1225
$738 ﹤0.01%
300
47 48
49
50 51