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
376
$130K 0.02%
1,406
377
$129K 0.02%
4,136
-18
378
$129K 0.02%
5,255
-8,691
379
$128K 0.02%
5,168
380
$128K 0.02%
648
-255
381
$127K 0.02%
1,089
-399
382
$126K 0.02%
1,360
-35
383
$126K 0.02%
3,030
+790
384
$125K 0.02%
4,045
+162
385
$125K 0.02%
1,004
+765
386
$124K 0.02%
751
+151
387
$122K 0.02%
2,610
-36
388
$122K 0.02%
3,873
-314
389
$122K 0.02%
3,665
+1,041
390
$120K 0.02%
731
+34
391
$120K 0.02%
1,121
+242
392
$120K 0.02%
7,205
-1,948
393
$119K 0.02%
3,687
-550
394
$119K 0.02%
4,295
-2,450
395
$119K 0.02%
2,724
+207
396
$118K 0.02%
2,678
-45
397
$117K 0.02%
1,727
398
$117K 0.02%
498
+29
399
$117K 0.02%
938
400
$117K 0.02%
+1,986
14 15
16
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