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CFD

Creative Financial Designs Portfolio holdings

AUM $2.1B
1-Year Est. Return 23.1%
This Fund
S&P 500
This Quarter Est. Return
-12.35%
1 Year Est. Return
+23.1%
3 Year Est. Return
+56.17%
5 Year Est. Return
+50.74%
10 Year Est. Return
AUM
$609M
AUM Growth
-$48M
Cap. Flow
+$42.5M
Cap. Flow %
6.97%
Top 10 Hldgs %
24.78%
Holding
1,381
New
103
Increased
458
Reduced
300
Closed
106

Sector Composition

Rank Sector Weight
1 Miscellaneous 80.07%
2 Technology 4.44%
3 Industrials 2.68%
4 Financials 2.51%
5 Consumer Discretionary 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SLVM icon
1326
Sylvamo
SLVM
$1.45B
-6
Closed
SONY icon
1327
Sony
SONY
$145B
$0 ﹤0.01%
10
SOYB icon
1328
Teucrium Soybean Fund
SOYB
$61.9M
-100
Closed -$3K
SPOT icon
1329
Spotify
SPOT
$113B
-854
Closed -$129K
STNE icon
1330
StoneCo
STNE
$2.24B
-5,655
Closed -$66K
SWBI icon
1331
Smith & Wesson
SWBI
$573M
-1,200
Closed -$18K
TEVA icon
1332
Teva Pharmaceuticals
TEVA
$42.5B
$0 ﹤0.01%
44
THQ
1333
abrdn Healthcare Opportunities Fund
THQ
$813M
-775
Closed -$17K
TLRY icon
1334
Tilray
TLRY
$631M
$0 ﹤0.01%
2
TRP icon
1335
TC Energy
TRP
$64.4B
-57
Closed -$3K
TSE
1336
DELISTED
Trinseo
TSE
-169
Closed -$8K
TWLO icon
1337
Twilio
TWLO
$36.5B
-409
Closed -$67K
UA icon
1338
Under Armour Class C
UA
$2.12B
$0 ﹤0.01%
50
UCTT
1339
Ultra Clean Holdings
UCTT
$3.15B
-100
Closed -$4K
UPST icon
1340
Upstart Holdings
UPST
$2.83B
-20
Closed -$2K
UVV icon
1341
Universal Corp
UVV
$1.14B
-165
Closed -$10K
VFC icon
1342
VF Corp
VFC
$5.37B
-286
Closed -$16K
VNO icon
1343
Vornado Realty Trust
VNO
$7.13B
-2,769
Closed -$125K
VPG icon
1344
Vishay Precision Group
VPG
$833M
$0 ﹤0.01%
7
VPL icon
1345
Vanguard FTSE Pacific ETF
VPL
$8.56B
-133
Closed -$10K
VREX icon
1346
Varex Imaging
VREX
$780M
$0 ﹤0.01%
11
VRSK icon
1347
Verisk Analytics
VRSK
$25B
-123
Closed -$26K
VXF icon
1348
Vanguard Extended Market ETF
VXF
$31.3B
-350
Closed -$58K
WAB icon
1349
Wabtec
WAB
$49.4B
$0 ﹤0.01%
6
+3
+100% +$267
WING icon
1350
Wingstop
WING
$3.09B
-33
Closed -$4K

Similar funds

Creative Financial Designs's Q2 2022 Portfolio in Review

As of Q2 2022, Creative Financial Designs held 1,381 positions worth $609M, down 7.3% from $657M the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Creative Financial Designs deployed $42.5M of net new capital in Q2 2022, opening 103 new positions and adding to 458 existing holdings. Its largest new stake was Fidelity Low Duration Bond Factor ETF: 235,506 shares worth $11.7M.

By sector, the portfolio is most concentrated in Miscellaneous at 80% of assets, up from 79% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was iShares Core 1-5 Year USD Bond ETF, an estimated $10.4M trimmed.

  • Creative Financial Designs's largest Q2 2022 buy was Fidelity Low Duration Bond Factor ETF: 235,506 shares worth $11.7M.
  • Creative Financial Designs added most to iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2022, an estimated $12.6M increase.
  • Creative Financial Designs's biggest Q2 2022 reduction was iShares Core 1-5 Year USD Bond ETF, cutting an estimated $10.4M.
  • Creative Financial Designs fully exited Vanguard S&P Mid-Cap 400 ETF in Q2 2022, selling an estimated $252K.
  • Creative Financial Designs's ten largest holdings make up 25% of its $609M portfolio in Q2 2022.
  • Creative Financial Designs opened 103 new positions and closed 106 in Q2 2022.
  • Creative Financial Designs's portfolio value fell 7.3% quarter-over-quarter to $609M.

Based on Creative Financial Designs's 13F filing for Q2 2022, filed 1 Aug 2022.