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
1176
$2K ﹤0.01%
31
1177
$2K ﹤0.01%
54
1178
$2K ﹤0.01%
51
1179
$2K ﹤0.01%
6
1180
$2K ﹤0.01%
+2,000
1181
$2K ﹤0.01%
+96
1182
$2K ﹤0.01%
524
+11
1183
$2K ﹤0.01%
+25,000
1184
$2K ﹤0.01%
37
1185
$2K ﹤0.01%
83
1186
$2K ﹤0.01%
6,000
+4,000
1187
$2K ﹤0.01%
12
1188
$2K ﹤0.01%
26
1189
$2K ﹤0.01%
16
1190
$2K ﹤0.01%
90
1191
$2K ﹤0.01%
25
1192
$2K ﹤0.01%
20
1193
$2K ﹤0.01%
31
1194
$2K ﹤0.01%
41
1195
$2K ﹤0.01%
637
1196
$1K ﹤0.01%
54
1197
$1K ﹤0.01%
10
-8
1198
$1K ﹤0.01%
28
1199
$1K ﹤0.01%
+100
1200
$1K ﹤0.01%
7
46 47
48
49 50