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
1001
$6K ﹤0.01%
16
1002
$6K ﹤0.01%
403
1003
$6K ﹤0.01%
112
1004
$6K ﹤0.01%
180
1005
$6K ﹤0.01%
104
1006
$6K ﹤0.01%
157
+1
1007
$6K ﹤0.01%
32
1008
$6K ﹤0.01%
87
1009
$6K ﹤0.01%
140
1010
$6K ﹤0.01%
219
1011
$6K ﹤0.01%
+197
1012
$6K ﹤0.01%
53
1013
$6K ﹤0.01%
892
1014
$6K ﹤0.01%
75
1015
$6K ﹤0.01%
+200
1016
$5K ﹤0.01%
161
+45
1017
$5K ﹤0.01%
2,000
1018
$5K ﹤0.01%
13
1019
$5K ﹤0.01%
137
-74
1020
$5K ﹤0.01%
52
1021
$5K ﹤0.01%
145
+1
1022
$5K ﹤0.01%
565
1023
$5K ﹤0.01%
26
1024
$5K ﹤0.01%
150
1025
$5K ﹤0.01%
130
39 40
41
42 43