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
1076
$4K ﹤0.01%
17
1077
$4K ﹤0.01%
+276
1078
$4K ﹤0.01%
191
+87
1079
$4K ﹤0.01%
90
1080
$4K ﹤0.01%
+20
1081
$4K ﹤0.01%
68
1082
$4K ﹤0.01%
45
1083
$4K ﹤0.01%
2,000
+1,000
1084
$4K ﹤0.01%
800
1085
$4K ﹤0.01%
400
1086
$4K ﹤0.01%
+114
1087
$4K ﹤0.01%
10
1088
$4K ﹤0.01%
338
+6
1089
$4K ﹤0.01%
+205
1090
$4K ﹤0.01%
40
1091
$4K ﹤0.01%
367
+174
1092
$4K ﹤0.01%
513
-6
1093
$4K ﹤0.01%
+177
1094
$4K ﹤0.01%
10,000
1095
$4K ﹤0.01%
550
1096
$4K ﹤0.01%
510
1097
$3K ﹤0.01%
38
-20
1098
$3K ﹤0.01%
216
1099
$3K ﹤0.01%
28
1100
$3K ﹤0.01%
20
42 43
44
45 46