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
$224M
AUM Growth
+$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$4.09M
3
+$3.44M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$3.24M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.15M

Top Sells

1
+$5.57M
2
+$2.44M
3
+$2.27M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.79M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.67M

Sector Composition

1 Technology 2.94%
2 Financials 2.64%
3 Industrials 2.57%
4 Consumer Discretionary 1.73%
5 Consumer Staples 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$710K 0.32%
8,909
+386
77
$704K 0.31%
5,439
+151
78
$701K 0.31%
18,515
-2,550
79
$695K 0.31%
9,426
+3,030
80
$692K 0.31%
3,148
+89
81
$652K 0.29%
3,263
+404
82
$649K 0.29%
4,589
+1,677
83
$641K 0.29%
9,781
+3,847
84
$640K 0.29%
6,854
+2
85
$639K 0.29%
9,852
+3,463
86
$624K 0.28%
6,450
-640
87
$617K 0.28%
19,351
+6,174
88
$594K 0.27%
9,690
+9,278
89
$582K 0.26%
19,705
-3,366
90
$547K 0.24%
+12,994
91
$543K 0.24%
4,160
-51
92
$542K 0.24%
9,060
+31
93
$533K 0.24%
7,276
-1,691
94
$532K 0.24%
10,696
-2,209
95
$528K 0.24%
4,275
-122
96
$508K 0.23%
15,770
+740
97
$483K 0.22%
2,199
-7
98
$472K 0.21%
12,638
+3,739
99
$468K 0.21%
17,994
-30,408
100
$464K 0.21%
11,122
-110
2 3
4
5 6