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
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
51
$2.56M 0.42%
84,798
+15,155
52
$2.55M 0.42%
17,162
+2,532
53
$2.54M 0.42%
48,276
+4,450
54
$2.53M 0.41%
29,050
+7,585
55
$2.52M 0.41%
26,584
+395
56
$2.52M 0.41%
111,184
-10,584
57
$2.46M 0.4%
10,580
+539
58
$2.46M 0.4%
68,689
+370
59
$2.41M 0.39%
90,337
+9,576
60
$2.31M 0.38%
64,460
-2,459
61
$2.29M 0.37%
37,712
-497
62
$2.21M 0.36%
66,016
+425
63
$2.14M 0.35%
50,246
+3,563
64
$2.08M 0.34%
53,505
+1,327
65
$2.01M 0.33%
20,994
+94
66
$1.94M 0.32%
41,077
+607
67
$1.92M 0.31%
61,834
-6,135
68
$1.84M 0.3%
11,021
+4,870
69
$1.82M 0.3%
44,378
+1,819
70
$1.81M 0.3%
9,292
+700
71
$1.8M 0.29%
40,534
-1,500
72
$1.8M 0.29%
23,806
+2,061
73
$1.76M 0.29%
103,909
-94
74
$1.73M 0.28%
23,652
+2,254
75
$1.73M 0.28%
12,038
+340
1 2
3
4 5