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
626
$33K 0.01%
+1,130
627
$33K 0.01%
980
+4
628
$33K 0.01%
263
629
$32K 0.01%
351
+80
630
$32K 0.01%
548
+1
631
$32K 0.01%
384
632
$32K 0.01%
608
+4
633
$32K 0.01%
1,312
634
$31K 0.01%
317
635
$31K 0.01%
1,661
636
$31K 0.01%
1,332
+573
637
$31K 0.01%
2,751
+448
638
$31K 0.01%
5,335
+103
639
$30K ﹤0.01%
109
640
$30K ﹤0.01%
427
-68
641
$30K ﹤0.01%
757
-30
642
$30K ﹤0.01%
1,263
643
$30K ﹤0.01%
1,000
644
$30K ﹤0.01%
3,572
+92
645
$30K ﹤0.01%
1,128
646
$30K ﹤0.01%
90
647
$30K ﹤0.01%
1,597
+7
648
$29K ﹤0.01%
675
649
$29K ﹤0.01%
553
+1
650
$29K ﹤0.01%
139
24 25
26
27 28