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
26
$2.38M 1.06%
20,748
+20,647
27
$2.31M 1.03%
68,942
-22,760
28
$2.26M 1.01%
98,989
+6,088
29
$2.24M 1%
78,173
+3,829
30
$2.19M 0.98%
84,862
+5,404
31
$2.13M 0.95%
33,523
-603
32
$2.09M 0.94%
11,699
+9,881
33
$1.95M 0.87%
10,918
-10
34
$1.95M 0.87%
9,203
+8,753
35
$1.68M 0.75%
31,334
+3,121
36
$1.67M 0.74%
28,127
+2,817
37
$1.66M 0.74%
23,398
+464
38
$1.64M 0.73%
5,052
-70
39
$1.57M 0.7%
16,024
-2,569
40
$1.53M 0.68%
42,427
+22,126
41
$1.52M 0.68%
95,284
+9,243
42
$1.52M 0.68%
26,810
-699
43
$1.37M 0.61%
10,843
+629
44
$1.32M 0.59%
17,697
-6,763
45
$1.31M 0.59%
13,820
-380
46
$1.29M 0.58%
15,972
+4,507
47
$1.25M 0.56%
13,277
+571
48
$1.22M 0.55%
13,354
+1,046
49
$1.2M 0.53%
19,033
+7,016
50
$1.19M 0.53%
5,210
-707
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