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
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
-200
661
$28K ﹤0.01%
2,400
662
$28K ﹤0.01%
1,000
663
$28K ﹤0.01%
1,195
664
$28K ﹤0.01%
1,094
-503,374
665
$28K ﹤0.01%
+185
666
$27K ﹤0.01%
+764
667
$27K ﹤0.01%
756
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668
$27K ﹤0.01%
712
669
$27K ﹤0.01%
1,626
+218
670
$27K ﹤0.01%
1,218
+48
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