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
876
$11K ﹤0.01%
+380
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%
215
882
$10K ﹤0.01%
163
+84
883
$10K ﹤0.01%
150
884
$10K ﹤0.01%
473
885
$10K ﹤0.01%
+96
886
$10K ﹤0.01%
504
-297
887
$10K ﹤0.01%
200
888
$10K ﹤0.01%
+62
889
$10K ﹤0.01%
558
890
$10K ﹤0.01%
1,336
+298
891
$10K ﹤0.01%
135
892
$10K ﹤0.01%
48
+15
893
$10K ﹤0.01%
183
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