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
1251
$1K ﹤0.01%
20
1252
$1K ﹤0.01%
300
-300
1253
$1K ﹤0.01%
40
1254
$1K ﹤0.01%
65
1255
$1K ﹤0.01%
32
+1
1256
$1K ﹤0.01%
100
1257
$1K ﹤0.01%
60
1258
$1K ﹤0.01%
12
+2
1259
$1K ﹤0.01%
400
1260
$1K ﹤0.01%
16
1261
$1K ﹤0.01%
+20
1262
$1K ﹤0.01%
+7,000
1263
$1K ﹤0.01%
14
1264
$1K ﹤0.01%
100
1265
$1K ﹤0.01%
22
1266
$1K ﹤0.01%
80
1267
$1K ﹤0.01%
12
1268
$1K ﹤0.01%
2
1269
$1K ﹤0.01%
86
1270
$1K ﹤0.01%
51
1271
$1K ﹤0.01%
155
1272
$1K ﹤0.01%
40
1273
$0 ﹤0.01%
17
-5
1274
– –
-69
1275
$0 ﹤0.01%
3
49 50
51
52 53