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

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
901
$10K ﹤0.01%
86
+36
902
$10K ﹤0.01%
301
903
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300
904
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69
905
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540
+11
906
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220
+2
907
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128
+8
908
$9K ﹤0.01%
+272
909
$9K ﹤0.01%
104
910
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380
911
$9K ﹤0.01%
240
912
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913
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914
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915
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916
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315
+5
917
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+500
918
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40
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919
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920
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45
921
$9K ﹤0.01%
638
-2,544
922
$9K ﹤0.01%
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923
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30
924
$8K ﹤0.01%
646
-1
925
$8K ﹤0.01%
+160