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
451
$6K ﹤0.01%
167
452
$6K ﹤0.01%
160
453
$6K ﹤0.01%
400
454
$6K ﹤0.01%
50
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455
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158
457
$6K ﹤0.01%
+1,000
458
$6K ﹤0.01%
88
459
$5K ﹤0.01%
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460
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-100
461
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122
+3
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$5K ﹤0.01%
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116
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464
$5K ﹤0.01%
+98
465
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139
+10
466
$5K ﹤0.01%
+240
467
$5K ﹤0.01%
80
468
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75
-455
469
$5K ﹤0.01%
70
470
$5K ﹤0.01%
52
471
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225
472
$5K ﹤0.01%
+350
473
$5K ﹤0.01%
32
474
$5K ﹤0.01%
145
+74
475
$5K ﹤0.01%
+60
17 18
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