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
$224M
AUM Growth
+$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$4.09M
3
+$3.44M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$3.24M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.15M

Top Sells

1
+$5.57M
2
+$2.44M
3
+$2.27M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.79M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.67M

Sector Composition

1 Technology 2.94%
2 Financials 2.64%
3 Industrials 2.57%
4 Consumer Discretionary 1.73%
5 Consumer Staples 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$459K 0.21%
25,502
+2,165
102
$456K 0.2%
4,486
+1,085
103
$449K 0.2%
13,996
+1,296
104
$428K 0.19%
4,205
-4,325
105
$418K 0.19%
11,719
-396
106
$402K 0.18%
1,379
-25
107
$395K 0.18%
3,452
-26
108
$391K 0.17%
18,082
+8,127
109
$388K 0.17%
45,550
-3,200
110
$368K 0.16%
1,593
-34
111
$353K 0.16%
3,905
-2,398
112
$350K 0.16%
2,700
-13
113
$339K 0.15%
3,518
+13
114
$338K 0.15%
1,910
+21
115
$323K 0.14%
937
+10
116
$317K 0.14%
3,311
+33
117
$310K 0.14%
19,193
-2,483
118
$309K 0.14%
3,859
+43
119
$306K 0.14%
10,224
-4
120
$305K 0.14%
11,890
+2,890
121
$305K 0.14%
1,672
-6
122
$303K 0.14%
6,650
-578
123
$302K 0.14%
3,005
-105
124
$294K 0.13%
10,009
-623
125
$287K 0.13%
1,786
-176
3 4
5
6 7