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
1251
$1K ﹤0.01%
40
1252
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150
1253
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165
+2
1254
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18
1255
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69
1256
$1K ﹤0.01%
+250
1257
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100
1258
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2
1259
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1260
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1261
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1262
$1K ﹤0.01%
8
+2
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$1K ﹤0.01%
6
+1
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$1K ﹤0.01%
40
1265
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33
1266
$1K ﹤0.01%
260
1267
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250
1268
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20
1269
$1K ﹤0.01%
1,000
1270
$1K ﹤0.01%
86
1271
$1K ﹤0.01%
500
1272
$1K ﹤0.01%
40
1273
– –
-235,506
1274
$0 ﹤0.01%
7
1275
$0 ﹤0.01%
3
49 50
51
52 53