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
$184M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.05M
3
+$824K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$728K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$655K

Top Sells

1
+$703K
2
+$494K
3
+$336K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$328K
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$249K

Sector Composition

1 Financials 3.25%
2 Technology 3.11%
3 Industrials 2.89%
4 Healthcare 2.41%
5 Consumer Discretionary 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$13K 0.01%
268
-101
377
$13K 0.01%
254
378
$13K 0.01%
457
379
$13K 0.01%
783
380
$12K 0.01%
+725
381
$12K 0.01%
633
+315
382
$12K 0.01%
223
383
$12K 0.01%
350
384
$12K 0.01%
250
-62
385
$12K 0.01%
392
+3
386
$12K 0.01%
143
-608
387
$12K 0.01%
160
-100
388
$12K 0.01%
372
389
$11K 0.01%
791
390
$11K 0.01%
134
391
$11K 0.01%
630
+10
392
$11K 0.01%
200
393
$11K 0.01%
232
+2
394
$11K 0.01%
350
-150
395
$11K 0.01%
+892
396
$10K 0.01%
352
+2
397
$10K 0.01%
500
398
$10K 0.01%
485
399
$10K 0.01%
311
+154
400
$10K 0.01%
59
14 15
16
17 18