CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,145
New
Increased
Reduced
Closed

Top Buys

1
+$6.68M
2
+$3.77M
3
+$3.42M
4
VTV icon
Vanguard Value ETF
VTV
+$2.39M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.36M

Top Sells

1
+$5.08M
2
+$3.98M
3
+$1.86M
4
NRG icon
NRG Energy
NRG
+$1.49M
5
FTGS icon
First Trust Growth Strength ETF
FTGS
+$1.33M

Sector Composition

1 Technology 4.58%
2 Healthcare 2.57%
3 Consumer Discretionary 2.27%
4 Industrials 2.23%
5 Financials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$776K 0.06%
17,032
+3,647
227
$771K 0.06%
3,115
-822
228
$771K 0.06%
13,991
-990
229
$763K 0.06%
108,217
+1,054
230
$760K 0.06%
4,346
+325
231
$751K 0.06%
3,030
+71
232
$751K 0.06%
6,754
+13
233
$738K 0.06%
21,035
+1,240
234
$730K 0.06%
14,549
+860
235
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3,254
-305
236
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5,828
+217
237
$701K 0.06%
39,849
+23,573
238
$696K 0.06%
8,849
+186
239
$694K 0.06%
6,349
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240
$684K 0.05%
13,389
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241
$676K 0.05%
18,037
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242
$673K 0.05%
22,609
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243
$671K 0.05%
7,215
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244
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3,320
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245
$667K 0.05%
14,385
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246
$666K 0.05%
7,582
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247
$661K 0.05%
1,831
+29
248
$660K 0.05%
1,871
-92
249
$655K 0.05%
10,582
+2,094
250
$654K 0.05%
7,077
-251
8 9
10
11 12