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
301
$186K 0.03%
1,409
+673
302
$186K 0.03%
1,646
+5
303
$185K 0.03%
2,437
+10
304
$184K 0.03%
3,049
-900
305
$184K 0.03%
5,870
-530
306
$183K 0.03%
12,707
+214
307
$183K 0.03%
3,651
+2,335
308
$183K 0.03%
2,689
+136
309
$182K 0.03%
1,940
+143
310
$181K 0.03%
4,097
-572
311
$181K 0.03%
6,018
+271
312
$177K 0.03%
868
-100
313
$177K 0.03%
28,673
+7,946
314
$176K 0.03%
765
-96
315
$176K 0.03%
8,093
+2,220
316
$175K 0.03%
833
-44
317
$174K 0.03%
6,786
+149
318
$174K 0.03%
2,453
+136
319
$173K 0.03%
2,118
+300
320
$172K 0.03%
445
+41
321
$172K 0.03%
1,121
+3
322
$171K 0.03%
585
323
$171K 0.03%
12,132
+3,723
324
$170K 0.03%
4,258
+1,094
325
$170K 0.03%
5,522
+39
11 12
13
14 15