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
$224M
AUM Growth
+$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$4.09M
3
+$3.44M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$3.24M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.15M

Top Sells

1
+$5.57M
2
+$2.44M
3
+$2.27M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.79M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.67M

Sector Composition

1 Technology 2.94%
2 Financials 2.64%
3 Industrials 2.57%
4 Consumer Discretionary 1.73%
5 Consumer Staples 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.18M 0.53%
15,871
-500
52
$1.04M 0.47%
+19,317
53
$1M 0.45%
16,968
-5,914
54
$1M 0.45%
9,126
+3,599
55
$983K 0.44%
10,432
+10,405
56
$955K 0.43%
+32,670
57
$951K 0.43%
9,526
+9,502
58
$925K 0.41%
14,772
+325
59
$912K 0.41%
18,876
+750
60
$911K 0.41%
7,142
+74
61
$894K 0.4%
21,220
-2,872
62
$890K 0.4%
20,088
+8,442
63
$861K 0.38%
17,552
-113,532
64
$858K 0.38%
5,531
-38
65
$819K 0.37%
10,571
+229
66
$819K 0.37%
13,469
+5,913
67
$812K 0.36%
7,566
-2
68
$793K 0.35%
15,718
-3,961
69
$784K 0.35%
21,828
-1,432
70
$776K 0.35%
10,567
-1,318
71
$747K 0.33%
12,229
+11,737
72
$739K 0.33%
6,987
+314
73
$733K 0.33%
8,111
+324
74
$714K 0.32%
11,740
+50
75
$713K 0.32%
5,686
-488
1 2
3
4 5