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
$612M
AUM Growth
+$3.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,383
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$12.8M
3
+$3.39M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.66M
5
AMZN icon
Amazon
AMZN
+$2.22M

Top Sells

1
+$12.9M
2
+$11.7M
3
+$9.36M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$3.86M
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.41M

Sector Composition

1 Technology 4.38%
2 Consumer Discretionary 2.75%
3 Industrials 2.7%
4 Financials 2.59%
5 Healthcare 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$347K 0.06%
1,257
-23
227
$345K 0.06%
9,648
-5,128
228
$342K 0.06%
3,623
+101
229
$340K 0.06%
22,153
-14,541
230
$339K 0.06%
6,436
+372
231
$337K 0.06%
2,269
+749
232
$330K 0.05%
5,358
+311
233
$318K 0.05%
9,749
-2,751
234
$316K 0.05%
+7,520
235
$316K 0.05%
1,778
+106
236
$314K 0.05%
9,370
237
$312K 0.05%
7,133
+1,268
238
$304K 0.05%
1,880
+100
239
$303K 0.05%
14,406
+9,558
240
$302K 0.05%
4,112
241
$302K 0.05%
15,883
-1,762
242
$301K 0.05%
1,139
+1
243
$301K 0.05%
10,724
-28
244
$300K 0.05%
2,478
+493
245
$296K 0.05%
4,414
+2,110
246
$295K 0.05%
5,122
+251
247
$294K 0.05%
28,418
+264
248
$293K 0.05%
17,530
+10,903
249
$291K 0.05%
4,766
-339
250
$290K 0.05%
9,057
+4,730
8 9
10
11 12