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
$224M
AUM Growth
+$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$4.09M
3
+$3.44M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$3.24M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.15M

Top Sells

1
+$5.57M
2
+$2.44M
3
+$2.27M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.79M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.67M

Sector Composition

1 Technology 2.94%
2 Financials 2.64%
3 Industrials 2.57%
4 Consumer Discretionary 1.73%
5 Consumer Staples 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$49K 0.02%
452
252
$49K 0.02%
325
253
$49K 0.02%
1,661
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972
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255
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256
$46K 0.02%
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257
$45K 0.02%
615
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258
$42K 0.02%
405
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259
$40K 0.02%
93
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260
$40K 0.02%
3,261
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261
$40K 0.02%
2,395
262
$39K 0.02%
800
263
$39K 0.02%
783
264
$39K 0.02%
6,000
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265
$39K 0.02%
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$38K 0.02%
263
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$38K 0.02%
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232
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302
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273
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$36K 0.02%
3,088
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275
$36K 0.02%
1,230
9 10
11
12 13