CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
+$26.5M
2
+$13M
3
+$3.75M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.73M
5
AMZN icon
Amazon
AMZN
+$2.48M

Top Sells

1
+$13.8M
2
+$11.7M
3
+$10M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$4.27M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.52M

Sector Composition

1 Technology 4.38%
2 Consumer Discretionary 2.75%
3 Industrials 2.71%
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
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480
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730
+3
481
$80K 0.01%
8,800
482
$79K 0.01%
1,235
+1
483
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1,939
+1,901
484
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3,435
485
$74K 0.01%
3,368
486
$74K 0.01%
3,191
+22
487
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2,181
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488
$74K 0.01%
1,869
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489
$74K 0.01%
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-278
490
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2,018
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491
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1,908
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2,487
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493
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561
494
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827
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495
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1,500
496
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1,644
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497
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878
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498
$66K 0.01%
931
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499
$66K 0.01%
3,416
-133
500
$66K 0.01%
2,500
18 19
20
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