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
576
$45K 0.01%
2,386
+44
577
$44K 0.01%
1,500
578
$44K 0.01%
707
579
$44K 0.01%
3,331
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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
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586
$43K 0.01%
904
587
$43K 0.01%
400
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588
$43K 0.01%
598
589
$42K 0.01%
556
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590
$42K 0.01%
402
-50
591
$42K 0.01%
1,000
592
$42K 0.01%
255
593
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594
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595
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800
596
$40K 0.01%
777
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$40K 0.01%
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598
$40K 0.01%
464
599
$40K 0.01%
1,829
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600
$39K 0.01%
2,001
+1,001
22 23
24
25 26