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
1151
$2K ﹤0.01%
13
1152
$2K ﹤0.01%
20
1153
$2K ﹤0.01%
52
1154
$2K ﹤0.01%
+111
1155
$2K ﹤0.01%
39
-89
1156
$2K ﹤0.01%
39
1157
$2K ﹤0.01%
20
1158
$2K ﹤0.01%
1,200
+667
1159
$2K ﹤0.01%
135
1160
$2K ﹤0.01%
92
1161
$2K ﹤0.01%
202
1162
$2K ﹤0.01%
27
1163
$2K ﹤0.01%
37
1164
$2K ﹤0.01%
80
1165
$2K ﹤0.01%
76
1166
$2K ﹤0.01%
35
1167
$2K ﹤0.01%
42
-63
1168
$2K ﹤0.01%
145
1169
$2K ﹤0.01%
100
1170
$2K ﹤0.01%
22
1171
$2K ﹤0.01%
75
1172
$2K ﹤0.01%
19
1173
$2K ﹤0.01%
6
1174
$2K ﹤0.01%
50
1175
$2K ﹤0.01%
3
45 46
47
48 49