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
76
$1.66M 0.27%
41,270
+12,334
77
$1.66M 0.27%
23,718
-8,220
78
$1.64M 0.27%
6,164
+5
79
$1.62M 0.26%
24,426
-259
80
$1.61M 0.26%
69,210
+2,236
81
$1.57M 0.26%
35,224
+663
82
$1.49M 0.24%
16,246
-539
83
$1.42M 0.23%
36,888
-4,164
84
$1.42M 0.23%
13,830
+2,121
85
$1.41M 0.23%
15,228
+1,850
86
$1.4M 0.23%
24,325
+150
87
$1.39M 0.23%
8,113
+1,352
88
$1.35M 0.22%
+62,552
89
$1.34M 0.22%
38,446
+2,197
90
$1.32M 0.22%
16,607
+2,379
91
$1.31M 0.21%
19,302
+162
92
$1.28M 0.21%
352,819
+20,676
93
$1.28M 0.21%
37,199
+2,327
94
$1.26M 0.21%
19,272
-6,888
95
$1.25M 0.2%
5,889
-208
96
$1.24M 0.2%
9,159
+195
97
$1.24M 0.2%
43,153
-283
98
$1.23M 0.2%
3,417
-131
99
$1.22M 0.2%
32,505
-1,218
100
$1.22M 0.2%
15,085
+2,051
2 3
4
5 6