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
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%
1,500
556
$50K 0.01%
770
+29
557
$48K 0.01%
941
-26
558
$48K 0.01%
600
+36
559
$48K 0.01%
1,009
560
$47K 0.01%
1,712
+2
561
$47K 0.01%
1,685
+6
562
$47K 0.01%
3,221
563
$46K 0.01%
1,412
+7
564
$46K 0.01%
4,210
+1,000
565
$46K 0.01%
1,998
+150
566
$46K 0.01%
1,188
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567
$46K 0.01%
326
568
$46K 0.01%
207
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569
$46K 0.01%
1,646
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570
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1,000
571
$46K 0.01%
1,000
-30,549
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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