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
1226
$1K ﹤0.01%
200
1227
$1K ﹤0.01%
20
1228
$1K ﹤0.01%
300
-300
1229
$1K ﹤0.01%
40
1230
$1K ﹤0.01%
65
1231
$1K ﹤0.01%
32
+1
1232
$1K ﹤0.01%
100
1233
$1K ﹤0.01%
60
1234
$1K ﹤0.01%
12
+2
1235
$1K ﹤0.01%
400
1236
$1K ﹤0.01%
16
1237
$1K ﹤0.01%
+20
1238
$1K ﹤0.01%
+7,000
1239
$1K ﹤0.01%
26
1240
$1K ﹤0.01%
9
1241
$1K ﹤0.01%
14
1242
$1K ﹤0.01%
100
1243
$1K ﹤0.01%
22
1244
$1K ﹤0.01%
80
1245
$1K ﹤0.01%
12
1246
$1K ﹤0.01%
10
1247
$1K ﹤0.01%
86
1248
$1K ﹤0.01%
51
1249
$1K ﹤0.01%
155
1250
$1K ﹤0.01%
15
48 49
50
51 52