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
826
$13K ﹤0.01%
600
827
$13K ﹤0.01%
7,450
828
$13K ﹤0.01%
15
829
$13K ﹤0.01%
500
830
$13K ﹤0.01%
100
831
$13K ﹤0.01%
100
832
$13K ﹤0.01%
1,041
+41
833
$13K ﹤0.01%
66
834
$13K ﹤0.01%
495
835
$13K ﹤0.01%
75
836
$13K ﹤0.01%
+1,000
837
$13K ﹤0.01%
270
-266
838
$13K ﹤0.01%
+388
839
$13K ﹤0.01%
283
+2
840
$13K ﹤0.01%
+213
841
$13K ﹤0.01%
350
842
$13K ﹤0.01%
1,100
+300
843
$13K ﹤0.01%
269
-532
844
$13K ﹤0.01%
567
845
$12K ﹤0.01%
+205
846
$12K ﹤0.01%
150
847
$12K ﹤0.01%
387
848
$12K ﹤0.01%
21
849
$12K ﹤0.01%
141
-180
850
$12K ﹤0.01%
200
-200
32 33
34
35 36