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
276
$225K 0.04%
7,531
+4,110
277
$225K 0.04%
7,300
+219
278
$225K 0.04%
2,273
-8
279
$224K 0.04%
16,122
+1,847
280
$223K 0.04%
4,736
+1,201
281
$220K 0.04%
1,347
-44
282
$218K 0.04%
2,128
+8
283
$218K 0.04%
1,968
+123
284
$216K 0.04%
2,108
+109
285
$212K 0.03%
11,194
-11,144
286
$211K 0.03%
1,830
+1,730
287
$210K 0.03%
3,073
+19
288
$208K 0.03%
1,161
-503
289
$207K 0.03%
4,670
+980
290
$205K 0.03%
3,230
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291
$200K 0.03%
5,324
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292
$197K 0.03%
3,014
-159
293
$196K 0.03%
1,650
+31
294
$195K 0.03%
+8,125
295
$195K 0.03%
1,237
296
$194K 0.03%
880
+303
297
$192K 0.03%
1,123
-22,562
298
$191K 0.03%
1,926
-30
299
$190K 0.03%
6,680
300
$187K 0.03%
8,068
-206
10 11
12
13 14