CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
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
State Street 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
476
$81K 0.01%
762
-959
477
$80K 0.01%
889
+8
478
$80K 0.01%
3,843
+324
479
$80K 0.01%
489
+161
480
$80K 0.01%
730
+3
481
$80K 0.01%
8,800
482
$79K 0.01%
1,235
+1
483
$77K 0.01%
1,939
+1,901
484
$75K 0.01%
3,435
485
$74K 0.01%
3,368
486
$74K 0.01%
3,191
+22
487
$74K 0.01%
2,181
+73
488
$74K 0.01%
1,869
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489
$74K 0.01%
1,000
-278
490
$73K 0.01%
2,018
+57
491
$73K 0.01%
1,908
-185
492
$72K 0.01%
2,487
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493
$69K 0.01%
561
494
$68K 0.01%
827
-1,885
495
$67K 0.01%
1,500
496
$66K 0.01%
1,644
-66
497
$66K 0.01%
878
-175
498
$66K 0.01%
931
+24
499
$66K 0.01%
3,416
-133
500
$66K 0.01%
2,500
18 19
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