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
1051
$5K ﹤0.01%
165
1052
$5K ﹤0.01%
+158
1053
$5K ﹤0.01%
47
1054
$5K ﹤0.01%
+85
1055
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3,250
1056
$5K ﹤0.01%
500
1057
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+115
1058
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32
1059
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14
1060
$4K ﹤0.01%
15
1061
$4K ﹤0.01%
270
-25,918
1062
$4K ﹤0.01%
+165
1063
$4K ﹤0.01%
+157
1064
$4K ﹤0.01%
150
1065
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115
1066
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89
1067
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1068
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107
1069
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200
1070
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162
-278
1071
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41
1072
$4K ﹤0.01%
54
1073
$4K ﹤0.01%
63
1074
$4K ﹤0.01%
100
-100
1075
$4K ﹤0.01%
87
41 42
43
44 45