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
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
526
$57K 0.01%
1,179
527
$57K 0.01%
1,350
528
$57K 0.01%
5,195
529
$57K 0.01%
352
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530
$57K 0.01%
1,742
-150
531
$57K 0.01%
756
-163
532
$56K 0.01%
3,960
533
$56K 0.01%
694
+237
534
$54K 0.01%
777
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535
$54K 0.01%
400
536
$54K 0.01%
266
537
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2,025
-193
538
$54K 0.01%
715
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539
$53K 0.01%
675
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540
$53K 0.01%
2,292
-682
541
$52K 0.01%
2,537
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542
$52K 0.01%
450
543
$52K 0.01%
1,675
544
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545
$52K 0.01%
424
546
$52K 0.01%
1,259
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547
$51K 0.01%
716
548
$51K 0.01%
1,527
+161
549
$51K 0.01%
1,025
-100
550
$51K 0.01%
2,425
-236
20 21
22
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