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
676
$26K ﹤0.01%
1,094
+950
677
$26K ﹤0.01%
243
678
$26K ﹤0.01%
298
+4
679
$26K ﹤0.01%
651
680
$26K ﹤0.01%
748
681
$26K ﹤0.01%
750
682
$26K ﹤0.01%
566
683
$26K ﹤0.01%
690
684
$26K ﹤0.01%
307
+56
685
$26K ﹤0.01%
399
+3
686
$24K ﹤0.01%
105
687
$24K ﹤0.01%
547
688
$24K ﹤0.01%
905
-14
689
$24K ﹤0.01%
660
+10
690
$24K ﹤0.01%
800
691
$24K ﹤0.01%
+900
692
$24K ﹤0.01%
356
693
$24K ﹤0.01%
387
+2
694
$24K ﹤0.01%
479
+5
695
$24K ﹤0.01%
438
696
$24K ﹤0.01%
1,067
+236
697
$23K ﹤0.01%
+150
698
$23K ﹤0.01%
103
-100
699
$23K ﹤0.01%
200
700
$23K ﹤0.01%
77
+50
26 27
28
29 30