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
801
$15K ﹤0.01%
+500
802
$15K ﹤0.01%
835
803
$15K ﹤0.01%
90
804
$15K ﹤0.01%
337
-1,122
805
$15K ﹤0.01%
620
-83
806
$15K ﹤0.01%
630
807
$15K ﹤0.01%
524
-200
808
$15K ﹤0.01%
553
+6
809
$14K ﹤0.01%
317
810
$14K ﹤0.01%
153
+1
811
$14K ﹤0.01%
140
812
$14K ﹤0.01%
700
813
$14K ﹤0.01%
505
814
$14K ﹤0.01%
+670
815
$14K ﹤0.01%
2,500
816
$14K ﹤0.01%
270
817
$14K ﹤0.01%
443
+77
818
$14K ﹤0.01%
160
+60
819
$14K ﹤0.01%
597
820
$14K ﹤0.01%
300
821
$14K ﹤0.01%
+124
822
$14K ﹤0.01%
225
823
$14K ﹤0.01%
850
824
$13K ﹤0.01%
100
825
$13K ﹤0.01%
100
31 32
33
34 35