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
751
$19K ﹤0.01%
878
+16
752
$19K ﹤0.01%
1,010
753
$19K ﹤0.01%
134
754
$19K ﹤0.01%
448
+3
755
$19K ﹤0.01%
6,050
+3,050
756
$19K ﹤0.01%
681
+51
757
$19K ﹤0.01%
100
758
$19K ﹤0.01%
+200
759
$19K ﹤0.01%
515
760
$18K ﹤0.01%
375
+2
761
$18K ﹤0.01%
617
+157
762
$18K ﹤0.01%
396
-194
763
$18K ﹤0.01%
781
+13
764
$18K ﹤0.01%
215
765
$18K ﹤0.01%
680
766
$18K ﹤0.01%
205
+120
767
$18K ﹤0.01%
466
+2
768
$18K ﹤0.01%
7,300
769
$18K ﹤0.01%
3,421
-6,001
770
$18K ﹤0.01%
599
771
$18K ﹤0.01%
750
772
$17K ﹤0.01%
174
+74
773
$17K ﹤0.01%
450
774
$17K ﹤0.01%
1,758
775
$17K ﹤0.01%
869
29 30
31
32 33