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
301
$28K 0.01%
1,080
-540
302
$28K 0.01%
998
+87
303
$27K 0.01%
125
304
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182
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305
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197
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440
+220
307
$25K 0.01%
967
308
$25K 0.01%
+1,109
309
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310
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525
311
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230
312
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+782
313
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+461
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340
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$22K 0.01%
510
+2
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900
318
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300
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$21K 0.01%
74
-27
323
$21K 0.01%
410
324
$21K 0.01%
117
-15
325
$21K 0.01%
422
11 12
13
14 15