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
251
$651K 0.05%
9,101
-1,408
252
$648K 0.05%
7,671
-125
253
$644K 0.05%
8,417
-249
254
$642K 0.05%
13,248
+582
255
$639K 0.05%
20,611
+4,440
256
$636K 0.05%
6,506
+502
257
$635K 0.05%
5,846
+381
258
$634K 0.05%
12,396
+2,354
259
$633K 0.05%
3,640
+46
260
$619K 0.05%
7,755
-1,435
261
$614K 0.05%
12,490
+1,097
262
$611K 0.05%
3,578
+364
263
$605K 0.05%
4,121
-285
264
$603K 0.05%
1,720
+144
265
$599K 0.05%
11,103
+2,421
266
$598K 0.05%
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267
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2,519
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268
$591K 0.05%
6,175
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269
$589K 0.05%
6,733
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270
$584K 0.05%
1,013
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271
$581K 0.05%
3,503
+1,769
272
$575K 0.05%
3,624
-4
273
$574K 0.05%
18,081
+897
274
$573K 0.05%
18,649
+5,459
275
$573K 0.05%
14,248
-3,357
9 10
11
12 13