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
651
$29K ﹤0.01%
885
652
$29K ﹤0.01%
392
653
$29K ﹤0.01%
1,000
654
$29K ﹤0.01%
2,100
655
$29K ﹤0.01%
900
-29
656
$29K ﹤0.01%
1,000
657
$29K ﹤0.01%
+1,300
658
$28K ﹤0.01%
4,011
659
$28K ﹤0.01%
598
660
$28K ﹤0.01%
425
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661
$28K ﹤0.01%
2,400
662
$28K ﹤0.01%
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663
$28K ﹤0.01%
1,195
664
$28K ﹤0.01%
1,094
-503,374
665
$28K ﹤0.01%
+185
666
$27K ﹤0.01%
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$27K ﹤0.01%
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$27K ﹤0.01%
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669
$27K ﹤0.01%
1,626
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670
$27K ﹤0.01%
1,218
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671
$27K ﹤0.01%
342
-33
672
$26K ﹤0.01%
331
673
$26K ﹤0.01%
+100
674
$26K ﹤0.01%
472
675
$26K ﹤0.01%
1,032
25 26
27
28 29