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
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
851
$12K ﹤0.01%
200
-200
852
$12K ﹤0.01%
30
853
$12K ﹤0.01%
275
854
$12K ﹤0.01%
800
855
$12K ﹤0.01%
471
+112
856
$12K ﹤0.01%
317
857
$12K ﹤0.01%
+166
858
$12K ﹤0.01%
111
859
$12K ﹤0.01%
+1,000
860
$12K ﹤0.01%
135
+93
861
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194
+31
862
$12K ﹤0.01%
125
863
$12K ﹤0.01%
286
+1
864
$12K ﹤0.01%
507
865
$11K ﹤0.01%
275
866
$11K ﹤0.01%
296
867
$11K ﹤0.01%
1,700
868
$11K ﹤0.01%
417
-109
869
$11K ﹤0.01%
448
+4
870
$11K ﹤0.01%
394
-37
871
$11K ﹤0.01%
182
+1
872
$11K ﹤0.01%
130
+25
873
$11K ﹤0.01%
474
+123
874
$11K ﹤0.01%
668
875
$11K ﹤0.01%
323
+5
33 34
35
36 37