CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
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
726
$21K ﹤0.01%
2,800
727
$21K ﹤0.01%
2,000
728
$21K ﹤0.01%
769
+17
729
$21K ﹤0.01%
753
-287
730
$21K ﹤0.01%
800
731
$20K ﹤0.01%
322
732
$20K ﹤0.01%
415
733
$20K ﹤0.01%
1,000
734
$20K ﹤0.01%
500
735
$20K ﹤0.01%
552
-504
736
$20K ﹤0.01%
1,751
-3,550
737
$20K ﹤0.01%
459
738
$20K ﹤0.01%
+277
739
$20K ﹤0.01%
344
+1
740
$20K ﹤0.01%
+501
741
$20K ﹤0.01%
+681
742
$20K ﹤0.01%
522
-542
743
$20K ﹤0.01%
967
744
$20K ﹤0.01%
809
+323
745
$20K ﹤0.01%
42
+7
746
$19K ﹤0.01%
448
+3
747
$19K ﹤0.01%
6,050
+3,050
748
$19K ﹤0.01%
681
+51
749
$19K ﹤0.01%
100
750
$19K ﹤0.01%
+200
28 29
30
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