CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
+$26.5M
2
+$13M
3
+$3.75M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.73M
5
AMZN icon
Amazon
AMZN
+$2.48M

Top Sells

1
+$13.8M
2
+$11.7M
3
+$10M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$4.27M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.52M

Sector Composition

1 Technology 4.38%
2 Consumer Discretionary 2.75%
3 Industrials 2.71%
4 Financials 2.59%
5 Healthcare 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$1K ﹤0.01%
16
+1
1202
$1K ﹤0.01%
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1203
$1K ﹤0.01%
29
1204
$1K ﹤0.01%
155
+3
1205
$1K ﹤0.01%
20
1206
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300
1207
$1K ﹤0.01%
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1208
$1K ﹤0.01%
10
1209
$1K ﹤0.01%
100
1210
$1K ﹤0.01%
38
+4
1211
$1K ﹤0.01%
13
1212
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31
1213
$1K ﹤0.01%
+14
1214
$1K ﹤0.01%
12
1215
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45
1216
$1K ﹤0.01%
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1217
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50
1218
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1219
$1K ﹤0.01%
10
1220
$1K ﹤0.01%
10
-41
1221
$1K ﹤0.01%
39
1222
$1K ﹤0.01%
+21
1223
$1K ﹤0.01%
35
1224
$1K ﹤0.01%
23
1225
$1K ﹤0.01%
133
47 48
49
50 51