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
201
$415K 0.07%
11,692
-958
202
$411K 0.07%
24,553
+1,651
203
$410K 0.07%
9,477
+15
204
$409K 0.07%
8,641
+123
205
$407K 0.07%
4,747
+497
206
$404K 0.07%
6,927
+2,824
207
$402K 0.07%
8,009
+1,219
208
$401K 0.07%
8,814
+316
209
$394K 0.06%
16,328
+670
210
$392K 0.06%
6,994
+115
211
$391K 0.06%
2,163
+109
212
$383K 0.06%
17,502
-114
213
$381K 0.06%
3,498
+885
214
$379K 0.06%
2,449
215
$377K 0.06%
10,507
-13
216
$373K 0.06%
4,088
+1,289
217
$370K 0.06%
33,057
+1,969
218
$364K 0.06%
7,270
-135
219
$359K 0.06%
8,269
+418
220
$356K 0.06%
8,437
+2,350
221
$355K 0.06%
2,932
+87
222
$353K 0.06%
1,203
+9
223
$349K 0.06%
9,133
+387
224
$349K 0.06%
5,801
+322
225
$349K 0.06%
5,609
-270
7 8
9
10 11