CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
+$26.5M
2
+$13M
3
+$3.75M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.73M
5
AMZN icon
Amazon
AMZN
+$2.48M

Top Sells

1
+$13.8M
2
+$11.7M
3
+$10M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$4.27M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.52M

Sector Composition

1 Technology 4.38%
2 Consumer Discretionary 2.75%
3 Industrials 2.71%
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%
30
852
$12K ﹤0.01%
275
853
$12K ﹤0.01%
207
+2
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
$12K ﹤0.01%
194
+31
862
$12K ﹤0.01%
125
863
$12K ﹤0.01%
286
+1
864
$12K ﹤0.01%
507
865
$11K ﹤0.01%
448
+4
866
$11K ﹤0.01%
275
867
$11K ﹤0.01%
296
868
$11K ﹤0.01%
1,700
869
$11K ﹤0.01%
417
-109
870
$11K ﹤0.01%
394
-37
871
$11K ﹤0.01%
242
+2
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