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

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
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%
700
-2,000
927
$8K ﹤0.01%
203
928
$8K ﹤0.01%
1,000
929
$8K ﹤0.01%
500
930
$8K ﹤0.01%
3,000
931
$8K ﹤0.01%
486
+5
932
$8K ﹤0.01%
162
933
$8K ﹤0.01%
313
+4
934
$8K ﹤0.01%
40
935
$8K ﹤0.01%
153
936
$8K ﹤0.01%
162
937
$8K ﹤0.01%
384
+19
938
$8K ﹤0.01%
48
+25
939
$8K ﹤0.01%
301
940
$8K ﹤0.01%
1,000
941
$8K ﹤0.01%
+28
942
$8K ﹤0.01%
138
+1
943
$8K ﹤0.01%
238
-299
944
$8K ﹤0.01%
103
-20
945
$8K ﹤0.01%
225
946
$8K ﹤0.01%
95
947
$8K ﹤0.01%
386
-364
948
$8K ﹤0.01%
1,165
949
$8K ﹤0.01%
700
950
$7K ﹤0.01%
365
36 37
38
39 40