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
276
$35K 0.02%
893
+73
277
$35K 0.02%
1,495
278
$35K 0.02%
5,800
-2,400
279
$34K 0.02%
188
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280
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268
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281
$34K 0.02%
625
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282
$34K 0.02%
368
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283
$33K 0.01%
+820
284
$32K 0.01%
258
285
$32K 0.01%
615
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286
$31K 0.01%
1,155
-122
287
$31K 0.01%
720
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288
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229
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289
$31K 0.01%
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290
$31K 0.01%
105
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291
$31K 0.01%
545
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292
$30K 0.01%
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293
$30K 0.01%
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294
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295
$29K 0.01%
352
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296
$29K 0.01%
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297
$29K 0.01%
2,363
298
$28K 0.01%
693
299
$28K 0.01%
532
300
$28K 0.01%
472
-64
10 11
12
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