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
351
$150K 0.02%
+12,000
352
$149K 0.02%
2,668
-1,296
353
$148K 0.02%
1,120
354
$147K 0.02%
3,816
-3,472
355
$146K 0.02%
363
+35
356
$146K 0.02%
3,627
+88
357
$145K 0.02%
1,959
-139
358
$143K 0.02%
5,725
359
$142K 0.02%
1,141
+170
360
$140K 0.02%
941
+31
361
$139K 0.02%
2,568
-112
362
$139K 0.02%
2,198
+8
363
$137K 0.02%
950
364
$136K 0.02%
197
+3
365
$136K 0.02%
4,755
+2,795
366
$136K 0.02%
1,116
-17
367
$135K 0.02%
1,608
+15
368
$135K 0.02%
3,085
369
$134K 0.02%
6,375
370
$134K 0.02%
1,640
+22
371
$134K 0.02%
2,664
-466
372
$133K 0.02%
3,310
373
$132K 0.02%
1,700
374
$132K 0.02%
8,500
375
$130K 0.02%
1,936
-25
13 14
15
16 17