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
451
$91K 0.01%
1,041
-155
452
$90K 0.01%
417
453
$90K 0.01%
3,053
-737
454
$90K 0.01%
1,142
455
$90K 0.01%
3,308
+56
456
$90K 0.01%
4,035
+230
457
$89K 0.01%
1,670
+250
458
$88K 0.01%
2,377
-952
459
$88K 0.01%
2,000
460
$88K 0.01%
1,293
-100
461
$87K 0.01%
1,054
+20
462
$87K 0.01%
655
+17
463
$87K 0.01%
5,436
+99
464
$86K 0.01%
1,386
+100
465
$86K 0.01%
169
466
$86K 0.01%
4,700
467
$85K 0.01%
2,145
+80
468
$84K 0.01%
1,673
-548
469
$83K 0.01%
821
-181
470
$83K 0.01%
4,536
+821
471
$83K 0.01%
+3,000
472
$82K 0.01%
945
+60
473
$82K 0.01%
7,900
+7,500
474
$82K 0.01%
303
+16
475
$82K 0.01%
+3,050
17 18
19
20 21