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
601
$39K 0.01%
210
+1
602
$39K 0.01%
+1,500
603
$39K 0.01%
1,646
+25
604
$38K 0.01%
1,465
605
$38K 0.01%
1,303
+276
606
$38K 0.01%
378
+78
607
$38K 0.01%
1,476
+14
608
$37K 0.01%
467
+1
609
$36K 0.01%
650
610
$36K 0.01%
1,104
611
$36K 0.01%
300
612
$36K 0.01%
727
613
$36K 0.01%
2,719
614
$36K 0.01%
445
615
$36K 0.01%
1,700
616
$35K 0.01%
2,589
+490
617
$35K 0.01%
1,446
+12
618
$35K 0.01%
1,493
+115
619
$35K 0.01%
260
620
$34K 0.01%
2,171
621
$34K 0.01%
1,580
+6
622
$34K 0.01%
85
623
$34K 0.01%
441
+132
624
$33K 0.01%
911
+1
625
$33K 0.01%
322
+111
23 24
25
26 27