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
501
$66K 0.01%
820
502
$65K 0.01%
233
503
$65K 0.01%
3,269
-461
504
$64K 0.01%
1,318
+1
505
$63K 0.01%
798
-2
506
$63K 0.01%
492
507
$62K 0.01%
767
508
$62K 0.01%
673
+227
509
$62K 0.01%
1,723
-350
510
$62K 0.01%
1,972
511
$61K 0.01%
1,869
-2
512
$61K 0.01%
1,775
-90
513
$61K 0.01%
1,172
-50
514
$61K 0.01%
1,280
515
$60K 0.01%
402
-18
516
$59K 0.01%
493
+73
517
$59K 0.01%
563
+99
518
$58K 0.01%
774
-73
519
$58K 0.01%
1,395
520
$58K 0.01%
1,410
-1,105
521
$58K 0.01%
+775
522
$57K 0.01%
197
+51
523
$57K 0.01%
2,279
+39
524
$57K 0.01%
1,239
525
$57K 0.01%
704
19 20
21
22 23