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
926
$8K ﹤0.01%
203
927
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1,000
928
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500
929
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3,000
930
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486
+5
931
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162
932
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313
+4
933
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40
934
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935
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936
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384
+19
937
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48
+25
938
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301
939
$8K ﹤0.01%
1,000
940
$8K ﹤0.01%
+28
941
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138
+1
942
$8K ﹤0.01%
238
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943
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103
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944
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945
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95
946
$8K ﹤0.01%
386
-364
947
$8K ﹤0.01%
30
948
$8K ﹤0.01%
1,165
949
$8K ﹤0.01%
700
950
$7K ﹤0.01%
136
36 37
38
39 40