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
1151
$2K ﹤0.01%
13
1152
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20
1153
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52
1154
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+111
1155
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56
1156
$2K ﹤0.01%
6,000
+4,000
1157
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12
1158
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26
1159
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16
1160
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90
1161
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25
1162
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20
1163
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31
1164
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41
1165
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637
1166
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39
-89
1167
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1168
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20
1169
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1,200
+667
1170
$2K ﹤0.01%
135
1171
$2K ﹤0.01%
92
1172
$2K ﹤0.01%
202
1173
$2K ﹤0.01%
27
1174
$2K ﹤0.01%
37
1175
$2K ﹤0.01%
80
45 46
47
48 49