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
401
$10K ﹤0.01%
+400
402
$10K ﹤0.01%
81
-263
403
$10K ﹤0.01%
892
404
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185
405
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100
406
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150
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407
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408
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-424
409
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500
410
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162
+75
411
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200
412
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413
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701
414
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160
415
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211
416
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283
-477
417
$9K ﹤0.01%
787
418
$9K ﹤0.01%
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419
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3,000
+2,000
420
$8K ﹤0.01%
464
421
$8K ﹤0.01%
100
-890
422
$8K ﹤0.01%
565
423
$8K ﹤0.01%
40
-25
424
$8K ﹤0.01%
79
-432
425
$8K ﹤0.01%
623
-70
15 16
17
18 19