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
176
$527K 0.09%
9,406
-463
177
$508K 0.08%
20,694
+1,154
178
$506K 0.08%
8,762
+3,110
179
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8,525
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180
$489K 0.08%
8,245
+344
181
$487K 0.08%
8,426
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182
$487K 0.08%
964
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183
$477K 0.08%
1,967
+52
184
$473K 0.08%
5,256
+110
185
$461K 0.08%
2,686
+1,097
186
$457K 0.07%
5,858
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187
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8,297
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188
$452K 0.07%
5,439
+3,174
189
$452K 0.07%
6,399
+178
190
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11,173
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191
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192
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10,279
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193
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4,963
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194
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2,094
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195
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12,519
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196
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3,751
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197
$434K 0.07%
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198
$430K 0.07%
2,862
+175
199
$428K 0.07%
15,962
+2,000
200
$417K 0.07%
8,044
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