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
251
$289K 0.05%
5,018
252
$279K 0.05%
12,465
+5,330
253
$275K 0.04%
8,265
+1,342
254
$273K 0.04%
13,479
+2,500
255
$269K 0.04%
6,259
+2,657
256
$268K 0.04%
13,337
-1,951
257
$268K 0.04%
590
+104
258
$268K 0.04%
9,960
259
$266K 0.04%
9,487
-1,436
260
$265K 0.04%
1,563
+527
261
$265K 0.04%
10,640
+111
262
$264K 0.04%
3,696
+742
263
$264K 0.04%
540
+90
264
$264K 0.04%
1,851
-35
265
$260K 0.04%
5,974
-229
266
$253K 0.04%
3,851
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267
$243K 0.04%
39,142
+6,670
268
$242K 0.04%
1,511
+202
269
$240K 0.04%
3,275
-1,486
270
$239K 0.04%
2,482
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271
$239K 0.04%
2,510
+377
272
$239K 0.04%
4,950
-75
273
$231K 0.04%
14,490
+317
274
$226K 0.04%
95,269
+50,634
275
$225K 0.04%
3,325
+628
9 10
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