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
426
$108K 0.02%
966
+7
427
$107K 0.02%
1,286
-140
428
$104K 0.02%
449
-5
429
$103K 0.02%
1,902
+12
430
$103K 0.02%
2,678
-144
431
$103K 0.02%
3,735
+416
432
$103K 0.02%
2,408
-89
433
$101K 0.02%
1,011
-7
434
$101K 0.02%
5,778
435
$100K 0.02%
3,139
436
$100K 0.02%
10,007
+1,173
437
$100K 0.02%
92
-1
438
$100K 0.02%
2,190
+13
439
$99K 0.02%
4,297
440
$99K 0.02%
1,747
-179
441
$98K 0.02%
1,215
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442
$97K 0.02%
9,372
-1,414
443
$95K 0.02%
2,191
-1,141
444
$94K 0.02%
691
+3
445
$92K 0.02%
715
-549
446
$92K 0.02%
557
+100
447
$92K 0.02%
1,617
+43
448
$91K 0.01%
11,003
449
$91K 0.01%
3,000
450
$91K 0.01%
948
-60
16 17
18
19 20