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CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
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%
500
1052
$5K ﹤0.01%
47
1053
$5K ﹤0.01%
120
1054
$5K ﹤0.01%
676
1055
$5K ﹤0.01%
88
+1
1056
$5K ﹤0.01%
267
1057
$4K ﹤0.01%
+115
1058
$4K ﹤0.01%
32
1059
$4K ﹤0.01%
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
$4K ﹤0.01%
115
1066
$4K ﹤0.01%
89
1067
$4K ﹤0.01%
97
1068
$4K ﹤0.01%
100
-100
1069
$4K ﹤0.01%
87
1070
$4K ﹤0.01%
17
1071
$4K ﹤0.01%
+276
1072
$4K ﹤0.01%
191
+87
1073
$4K ﹤0.01%
90
1074
$4K ﹤0.01%
+20
1075
$4K ﹤0.01%
68
41 42
43
44 45