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
776
$17K ﹤0.01%
1,050
777
$17K ﹤0.01%
797
+280
778
$17K ﹤0.01%
1,200
779
$17K ﹤0.01%
86
+75
780
$17K ﹤0.01%
24
781
$17K ﹤0.01%
550
+400
782
$16K ﹤0.01%
287
783
$16K ﹤0.01%
693
784
$16K ﹤0.01%
316
+2
785
$16K ﹤0.01%
862
-936
786
$16K ﹤0.01%
467
+272
787
$16K ﹤0.01%
748
788
$16K ﹤0.01%
320
789
$16K ﹤0.01%
600
790
$16K ﹤0.01%
+324
791
$16K ﹤0.01%
301
792
$15K ﹤0.01%
114
+14
793
$15K ﹤0.01%
1,000
-130
794
$15K ﹤0.01%
180
795
$15K ﹤0.01%
352
796
$15K ﹤0.01%
+750
797
$15K ﹤0.01%
203
798
$15K ﹤0.01%
468
+8
799
$15K ﹤0.01%
1,000
800
$15K ﹤0.01%
139
-41
30 31
32
33 34