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
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