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
1001
$6K ﹤0.01%
140
1002
$6K ﹤0.01%
219
1003
$6K ﹤0.01%
+197
1004
$6K ﹤0.01%
53
1005
$6K ﹤0.01%
892
1006
$6K ﹤0.01%
75
1007
$6K ﹤0.01%
+200
1008
$6K ﹤0.01%
464
1009
$6K ﹤0.01%
18
1010
$6K ﹤0.01%
16
1011
$6K ﹤0.01%
403
1012
$6K ﹤0.01%
112
1013
$6K ﹤0.01%
180
1014
$6K ﹤0.01%
104
1015
$6K ﹤0.01%
157
+1
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