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
926
$8K ﹤0.01%
700
-2,000
927
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203
928
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1,000
929
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500
930
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3,000
931
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486
+5
932
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162
933
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+4
934
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40
935
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153
936
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162
937
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384
+19
938
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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
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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