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
151
$197K 0.09%
+7,501
152
$197K 0.09%
2,997
+9
153
$195K 0.09%
1,316
+533
154
$194K 0.09%
5,683
+57
155
$191K 0.09%
4,825
+3,400
156
$185K 0.08%
12,540
+50
157
$181K 0.08%
7,397
+4
158
$178K 0.08%
933
+621
159
$177K 0.08%
6,200
-1,350
160
$176K 0.08%
2,006
-17
161
$170K 0.08%
2,575
+1,947
162
$166K 0.07%
1,679
+50
163
$165K 0.07%
1,653
+988
164
$164K 0.07%
14,829
-1,611
165
$164K 0.07%
6,489
166
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1,157
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167
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168
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961
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169
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1,082
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170
$154K 0.07%
3,365
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171
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1,168
-125
172
$148K 0.07%
2,160
173
$140K 0.06%
465
-100
174
$140K 0.06%
7,215
+2,586
175
$136K 0.06%
4,415
+165
5 6
7
8 9