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
951
$7K ﹤0.01%
470
+300
952
$7K ﹤0.01%
57
+24
953
$7K ﹤0.01%
66
+10
954
$7K ﹤0.01%
167
955
$7K ﹤0.01%
35
956
$7K ﹤0.01%
+1,000
957
$7K ﹤0.01%
50
958
$7K ﹤0.01%
+783
959
$7K ﹤0.01%
+300
960
$7K ﹤0.01%
780
+20
961
$7K ﹤0.01%
840
+10
962
$7K ﹤0.01%
504
+1
963
$7K ﹤0.01%
365
964
$7K ﹤0.01%
+262
965
$7K ﹤0.01%
1,000
966
$7K ﹤0.01%
99
+4
967
$7K ﹤0.01%
210
968
$7K ﹤0.01%
250
-350
969
$7K ﹤0.01%
46
970
$7K ﹤0.01%
286
971
$7K ﹤0.01%
+291
972
$7K ﹤0.01%
151
+1
973
$7K ﹤0.01%
287
974
$7K ﹤0.01%
148
975
$7K ﹤0.01%
626
-1,500
37 38
39
40 41