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
1201
$1K ﹤0.01%
16
+1
1202
$1K ﹤0.01%
12
1203
$1K ﹤0.01%
29
1204
$1K ﹤0.01%
26
1205
$1K ﹤0.01%
9
1206
$1K ﹤0.01%
15
1207
$1K ﹤0.01%
40
1208
$1K ﹤0.01%
150
1209
$1K ﹤0.01%
165
+2
1210
$1K ﹤0.01%
18
1211
$1K ﹤0.01%
69
1212
$1K ﹤0.01%
+250
1213
$1K ﹤0.01%
100
1214
$1K ﹤0.01%
2
1215
$1K ﹤0.01%
30
1216
$1K ﹤0.01%
16
1217
$1K ﹤0.01%
61
1218
$1K ﹤0.01%
8
+2
1219
$1K ﹤0.01%
6
+1
1220
$1K ﹤0.01%
40
1221
$1K ﹤0.01%
33
1222
$1K ﹤0.01%
260
1223
$1K ﹤0.01%
250
1224
$1K ﹤0.01%
20
1225
$1K ﹤0.01%
1,000
47 48
49
50 51