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
401
$117K 0.02%
921
+320
402
$117K 0.02%
1,462
+74
403
$116K 0.02%
1,281
404
$116K 0.02%
649
+112
405
$116K 0.02%
1,034
+64
406
$116K 0.02%
1,039
+68
407
$115K 0.02%
2,499
+21
408
$115K 0.02%
2,460
409
$114K 0.02%
1,088
+15
410
$114K 0.02%
341
-101
411
$114K 0.02%
7,396
-3,920
412
$114K 0.02%
1,015
+7
413
$113K 0.02%
8,700
414
$112K 0.02%
1,575
+1,275
415
$112K 0.02%
392
416
$112K 0.02%
15,435
+380
417
$111K 0.02%
4,778
-72
418
$110K 0.02%
1,200
419
$110K 0.02%
1,290
420
$110K 0.02%
2,230
421
$110K 0.02%
1,910
+686
422
$110K 0.02%
3,909
-58
423
$109K 0.02%
1,329
+1
424
$109K 0.02%
1,939
+238
425
$109K 0.02%
1,510
+1
15 16
17
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