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
476
$5K ﹤0.01%
325
477
$5K ﹤0.01%
+169
478
$5K ﹤0.01%
136
+1
479
$4K ﹤0.01%
142
480
$4K ﹤0.01%
100
481
$4K ﹤0.01%
152
-763
482
$4K ﹤0.01%
100
483
$4K ﹤0.01%
200
484
$4K ﹤0.01%
130
-150
485
$4K ﹤0.01%
60
486
$4K ﹤0.01%
30
-9
487
$3K ﹤0.01%
100
488
$3K ﹤0.01%
10
-10
489
$3K ﹤0.01%
+53
490
$3K ﹤0.01%
192
491
$3K ﹤0.01%
75
492
$3K ﹤0.01%
63
493
$3K ﹤0.01%
50
494
$3K ﹤0.01%
145
-52
495
$3K ﹤0.01%
86
-96
496
$3K ﹤0.01%
50
497
$3K ﹤0.01%
6
498
$3K ﹤0.01%
200
499
$3K ﹤0.01%
750
500
$2K ﹤0.01%
31
-33
18 19
20
21 22