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
901
$10K ﹤0.01%
86
+36
902
$10K ﹤0.01%
301
903
$9K ﹤0.01%
300
904
$9K ﹤0.01%
69
905
$9K ﹤0.01%
220
+2
906
$9K ﹤0.01%
540
+11
907
$9K ﹤0.01%
128
+8
908
$9K ﹤0.01%
+272
909
$9K ﹤0.01%
104
910
$9K ﹤0.01%
380
911
$9K ﹤0.01%
240
912
$9K ﹤0.01%
117
913
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205
914
$9K ﹤0.01%
88
915
$9K ﹤0.01%
61
916
$9K ﹤0.01%
315
+5
917
$9K ﹤0.01%
+500
918
$9K ﹤0.01%
40
+1
919
$9K ﹤0.01%
211
920
$9K ﹤0.01%
45
921
$9K ﹤0.01%
638
-2,544
922
$9K ﹤0.01%
178
923
$8K ﹤0.01%
30
924
$8K ﹤0.01%
646
-1
925
$8K ﹤0.01%
+160
35 36
37
38 39