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
326
$170K 0.03%
5,357
+7
327
$170K 0.03%
3,072
-104
328
$170K 0.03%
3,769
+1,469
329
$168K 0.03%
1,732
+1
330
$168K 0.03%
3,330
+15
331
$168K 0.03%
4,359
-190
332
$165K 0.03%
9,149
-3,459
333
$165K 0.03%
6,316
+1,016
334
$164K 0.03%
5,137
+1
335
$164K 0.03%
1,979
-7
336
$163K 0.03%
+5,700
337
$163K 0.03%
1,939
+71
338
$162K 0.03%
1,582
+83
339
$161K 0.03%
1,553
+154
340
$161K 0.03%
4,731
+714
341
$160K 0.03%
1,032
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342
$159K 0.03%
6,050
343
$159K 0.03%
8,934
-5,976
344
$158K 0.03%
+1,854
345
$157K 0.03%
5,126
-612
346
$156K 0.03%
9,966
-339
347
$153K 0.03%
2,983
-36
348
$152K 0.02%
3,017
+13
349
$151K 0.02%
543
350
$150K 0.02%
5,612
+12
12 13
14
15 16