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
$224M
AUM Growth
+$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$4.09M
3
+$3.44M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$3.24M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.15M

Top Sells

1
+$5.57M
2
+$2.44M
3
+$2.27M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.79M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.67M

Sector Composition

1 Technology 2.94%
2 Financials 2.64%
3 Industrials 2.57%
4 Consumer Discretionary 1.73%
5 Consumer Staples 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$285K 0.13%
8,387
-1,728
127
$283K 0.13%
2,482
-20
128
$279K 0.12%
4,464
-4,567
129
$273K 0.12%
2,726
-1,146
130
$268K 0.12%
7,272
-396
131
$266K 0.12%
1,603
+20
132
$261K 0.12%
1,572
-875
133
$259K 0.12%
2,307
-5
134
$248K 0.11%
4,600
135
$239K 0.11%
3,410
-1,089
136
$238K 0.11%
1,286
-260
137
$233K 0.1%
2,066
-801
138
$233K 0.1%
5,810
-82
139
$228K 0.1%
3,969
-249
140
$227K 0.1%
2,564
+1,266
141
$219K 0.1%
859
142
$219K 0.1%
2,317
-140
143
$218K 0.1%
3,915
-110
144
$218K 0.1%
8,222
-4,266
145
$218K 0.1%
9,170
+100
146
$217K 0.1%
6,207
-411
147
$214K 0.1%
2,537
-777
148
$210K 0.09%
3,285
-480
149
$210K 0.09%
7,334
-924
150
$199K 0.09%
10,848
+76
4 5
6
7 8