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
1026
$5K ﹤0.01%
132
+1
1027
$5K ﹤0.01%
79
-81
1028
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194
1029
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+100
1030
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87
1031
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12
1032
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78
1033
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1,000
1034
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55
1035
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17
1036
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50
1037
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120
1038
$5K ﹤0.01%
250
1039
$5K ﹤0.01%
+77
1040
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83
1041
$5K ﹤0.01%
70
1042
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5
1043
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528
1044
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109
1045
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676
1046
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88
+1
1047
$5K ﹤0.01%
267
1048
$5K ﹤0.01%
120
+55
1049
$5K ﹤0.01%
75
1050
$5K ﹤0.01%
107
+30
40 41
42
43 44