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
701
$23K ﹤0.01%
972
702
$23K ﹤0.01%
2,363
703
$23K ﹤0.01%
681
+201
704
$23K ﹤0.01%
1,134
-104
705
$23K ﹤0.01%
787
706
$23K ﹤0.01%
202
707
$23K ﹤0.01%
400
708
$23K ﹤0.01%
350
709
$23K ﹤0.01%
1,291
+1
710
$22K ﹤0.01%
1,215
711
$22K ﹤0.01%
77
712
$22K ﹤0.01%
200
713
$22K ﹤0.01%
845
714
$22K ﹤0.01%
686
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715
$22K ﹤0.01%
762
716
$22K ﹤0.01%
205
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717
$22K ﹤0.01%
1,301
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718
$22K ﹤0.01%
46
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719
$22K ﹤0.01%
1,302
720
$22K ﹤0.01%
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721
$22K ﹤0.01%
753
-363
722
$22K ﹤0.01%
298
723
$21K ﹤0.01%
220
724
$21K ﹤0.01%
181
-7
725
$21K ﹤0.01%
296
+1
27 28
29
30 31