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
1051
$5K ﹤0.01%
78
1052
$5K ﹤0.01%
1,000
1053
$5K ﹤0.01%
55
1054
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17
1055
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50
1056
$5K ﹤0.01%
120
1057
$4K ﹤0.01%
+115
1058
$4K ﹤0.01%
800
1059
$4K ﹤0.01%
400
1060
$4K ﹤0.01%
+114
1061
$4K ﹤0.01%
10
1062
$4K ﹤0.01%
338
+6
1063
$4K ﹤0.01%
+205
1064
$4K ﹤0.01%
40
1065
$4K ﹤0.01%
367
+174
1066
$4K ﹤0.01%
513
-6
1067
$4K ﹤0.01%
32
1068
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14
1069
$4K ﹤0.01%
15
1070
$4K ﹤0.01%
270
-25,918
1071
$4K ﹤0.01%
+165
1072
$4K ﹤0.01%
+157
1073
$4K ﹤0.01%
150
1074
$4K ﹤0.01%
115
1075
$4K ﹤0.01%
89
41 42
43
44 45