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
101
$1.2M 0.2%
86,280
+2,160
102
$1.2M 0.2%
46,609
+6,082
103
$1.17M 0.19%
5,202
+611
104
$1.17M 0.19%
12,590
+1,442
105
$1.15M 0.19%
27,658
-2,950
106
$1.15M 0.19%
12,731
+1,757
107
$1.13M 0.19%
+40,793
108
$1.13M 0.18%
10,620
+3
109
$1.13M 0.18%
23,586
+4,550
110
$1.09M 0.18%
26,985
+1,009
111
$1.09M 0.18%
5,970
+727
112
$1.08M 0.18%
11,843
-1,197
113
$1.08M 0.18%
37,775
+35,392
114
$1.07M 0.17%
22,147
+1,170
115
$1.04M 0.17%
13,272
+1,278
116
$1.04M 0.17%
7,304
-2,486
117
$1.02M 0.17%
17,563
-1,451
118
$1.01M 0.16%
13,151
+1,465
119
$1M 0.16%
33,024
+4,567
120
$994K 0.16%
10,227
+310
121
$984K 0.16%
17,677
+932
122
$980K 0.16%
7,946
+92
123
$966K 0.16%
15,987
-80
124
$951K 0.16%
6,919
+845
125
$946K 0.15%
15,780
+51
3 4
5
6 7