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
201
$91K 0.04%
1,609
202
$89K 0.04%
1,831
+465
203
$86K 0.04%
1,018
-1,544
204
$86K 0.04%
730
-60
205
$86K 0.04%
2,175
-300
206
$86K 0.04%
1,418
+152
207
$85K 0.04%
1,336
+331
208
$82K 0.04%
1,329
+218
209
$81K 0.04%
1,200
-1,200
210
$81K 0.04%
2,957
+1,260
211
$80K 0.04%
2,806
-646
212
$79K 0.04%
2,139
-62
213
$78K 0.03%
1,700
214
$78K 0.03%
1,810
+5
215
$76K 0.03%
502
216
$75K 0.03%
312
-9,454
217
$72K 0.03%
850
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218
$71K 0.03%
+3,380
219
$71K 0.03%
1,716
+30
220
$71K 0.03%
1,236
+4
221
$71K 0.03%
1,399
-1,033
222
$69K 0.03%
1,829
-588
223
$69K 0.03%
589
-215
224
$68K 0.03%
916
+403
225
$67K 0.03%
+1,745
7 8
9
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