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
1126
$3K ﹤0.01%
1,230
1127
$3K ﹤0.01%
128
1128
$3K ﹤0.01%
+114
1129
$3K ﹤0.01%
190
1130
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154
+1
1131
$3K ﹤0.01%
120
1132
$3K ﹤0.01%
159
-6,300
1133
$3K ﹤0.01%
83
1134
$3K ﹤0.01%
+40
1135
$3K ﹤0.01%
38
1136
$3K ﹤0.01%
134
+1
1137
$3K ﹤0.01%
110
+1
1138
$3K ﹤0.01%
173
-142
1139
$3K ﹤0.01%
102
1140
$3K ﹤0.01%
26
1141
$3K ﹤0.01%
97
1142
$3K ﹤0.01%
+21
1143
$3K ﹤0.01%
100
1144
$3K ﹤0.01%
51
1145
$3K ﹤0.01%
64
1146
$3K ﹤0.01%
150
1147
$3K ﹤0.01%
214
1148
$2K ﹤0.01%
+15,000
1149
$2K ﹤0.01%
+25
1150
$2K ﹤0.01%
134
+4
44 45
46
47 48