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
551
$50K 0.01%
372
552
$50K 0.01%
15,057
+244
553
$50K 0.01%
277
+1
554
$50K 0.01%
860
555
$50K 0.01%
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556
$50K 0.01%
770
+29
557
$48K 0.01%
941
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558
$48K 0.01%
600
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559
$48K 0.01%
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560
$47K 0.01%
1,712
+2
561
$47K 0.01%
1,685
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562
$47K 0.01%
3,221
563
$46K 0.01%
1,412
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564
$46K 0.01%
4,210
+1,000
565
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1,998
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566
$46K 0.01%
1,188
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567
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568
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1,646
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570
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1,000
571
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1,000
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572
$46K 0.01%
832
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573
$45K 0.01%
1,183
574
$45K 0.01%
1,680
575
$45K 0.01%
2,391
21 22
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