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
876
$11K ﹤0.01%
+3,800
877
$11K ﹤0.01%
522
-399
878
$11K ﹤0.01%
40
879
$11K ﹤0.01%
134
880
$11K ﹤0.01%
650
881
$10K ﹤0.01%
473
882
$10K ﹤0.01%
+96
883
$10K ﹤0.01%
504
-297
884
$10K ﹤0.01%
200
885
$10K ﹤0.01%
+62
886
$10K ﹤0.01%
558
887
$10K ﹤0.01%
1,336
+298
888
$10K ﹤0.01%
135
889
$10K ﹤0.01%
48
+15
890
$10K ﹤0.01%
183
891
$10K ﹤0.01%
215
892
$10K ﹤0.01%
163
+84
893
$10K ﹤0.01%
150
894
$10K ﹤0.01%
200
895
$10K ﹤0.01%
124
896
$10K ﹤0.01%
172
+96
897
$10K ﹤0.01%
463
898
$10K ﹤0.01%
154
899
$10K ﹤0.01%
244
900
$10K ﹤0.01%
297
34 35
36
37 38