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