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
951
$7K ﹤0.01%
+262
952
$7K ﹤0.01%
1,000
953
$7K ﹤0.01%
99
+4
954
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210
955
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250
-350
956
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46
957
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286
958
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+291
959
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151
+1
960
$7K ﹤0.01%
287
961
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136
962
$7K ﹤0.01%
470
+300
963
$7K ﹤0.01%
57
+24
964
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66
+10
965
$7K ﹤0.01%
167
966
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35
967
$7K ﹤0.01%
+1,000
968
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50
969
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+783
970
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148
971
$7K ﹤0.01%
626
-1,500
972
$7K ﹤0.01%
102
-72
973
$7K ﹤0.01%
121
974
$7K ﹤0.01%
248
+203
975
$7K ﹤0.01%
100
37 38
39
40 41