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
376
$13K 0.01%
100
-21
377
$13K 0.01%
2,456
378
$12K 0.01%
647
379
$12K 0.01%
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380
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250
381
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85
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382
$12K 0.01%
127
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383
$12K 0.01%
100
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384
$12K 0.01%
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385
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600
-800
386
$11K ﹤0.01%
1,400
387
$11K ﹤0.01%
235
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388
$11K ﹤0.01%
200
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389
$11K ﹤0.01%
+300
390
$11K ﹤0.01%
424
391
$11K ﹤0.01%
+450
392
$10K ﹤0.01%
560
393
$10K ﹤0.01%
60
394
$10K ﹤0.01%
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395
$10K ﹤0.01%
485
396
$10K ﹤0.01%
104
397
$10K ﹤0.01%
3,220
+3,200
398
$10K ﹤0.01%
85
399
$10K ﹤0.01%
400
-400
400
$10K ﹤0.01%
179
-12
14 15
16
17 18