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
576
$45K 0.01%
2,386
+44
577
$44K 0.01%
1,500
578
$44K 0.01%
707
579
$44K 0.01%
3,331
+465
580
$44K 0.01%
1,995
-580
581
$44K 0.01%
1,500
582
$44K 0.01%
2,000
583
$43K 0.01%
180
+1
584
$43K 0.01%
1,132
-63
585
$43K 0.01%
579
+38
586
$43K 0.01%
904
587
$43K 0.01%
400
-200
588
$43K 0.01%
598
589
$42K 0.01%
556
-120
590
$42K 0.01%
402
-50
591
$42K 0.01%
1,000
592
$42K 0.01%
255
593
$41K 0.01%
571
-79
594
$41K 0.01%
2,002
+1,002
595
$41K 0.01%
800
596
$40K 0.01%
777
+524
597
$40K 0.01%
1,054
598
$40K 0.01%
464
599
$40K 0.01%
1,829
+13
600
$39K 0.01%
2,001
+1,001
22 23
24
25 26