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
126
$941K 0.15%
22,916
+1,900
127
$928K 0.15%
10,708
+344
128
$927K 0.15%
9,640
+220
129
$924K 0.15%
34,884
+1,155
130
$885K 0.14%
3,802
+511
131
$881K 0.14%
36,850
-23,728
132
$881K 0.14%
52,783
+3,126
133
$875K 0.14%
14,861
+615
134
$855K 0.14%
7,630
-262
135
$852K 0.14%
6,494
-489
136
$847K 0.14%
6,709
+272
137
$841K 0.14%
10,473
+1,927
138
$832K 0.14%
7,962
+2,098
139
$806K 0.13%
6,785
+554
140
$797K 0.13%
9,123
+346
141
$790K 0.13%
16,749
-1,596
142
$790K 0.13%
4,053
+712
143
$767K 0.13%
4,086
+106
144
$752K 0.12%
11,380
+1,024
145
$746K 0.12%
19,649
-487
146
$742K 0.12%
5,875
-6
147
$710K 0.12%
7,819
+1,340
148
$707K 0.12%
8,207
+1,644
149
$696K 0.11%
15,793
+721
150
$694K 0.11%
33,043
+14,090
4 5
6
7 8