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
1301
$0 ﹤0.01%
2
1302
– –
0
1303
– –
-553
1304
$0 ﹤0.01%
40
1305
$0 ﹤0.01%
3
1306
– –
-500
1307
– –
-600
1308
– –
-12
1309
– –
-76
1310
– –
0
1311
– –
0
1312
$0 ﹤0.01%
7
1313
– –
-50
1314
– –
-115
1315
$0 ﹤0.01%
200
1316
$0 ﹤0.01%
15
1317
– –
-75
1318
– –
0
1319
– –
-750
1320
– –
-220
1321
– –
-93
1322
$0 ﹤0.01%
2
-48
1323
– –
-156
1324
– –
-10
1325
$0 ﹤0.01%
15
51 52
53
54 55