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
276
$572K 0.05%
2,729
+382
277
$568K 0.05%
6,952
+486
278
$566K 0.05%
1,693
-71
279
$566K 0.05%
11,870
-450
280
$563K 0.04%
19,721
-139,613
281
$556K 0.04%
23,555
+864
282
$547K 0.04%
8,346
+1,641
283
$546K 0.04%
5,606
+33
284
$527K 0.04%
72,111
-19,702
285
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1,961
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286
$525K 0.04%
16,740
+15,434
287
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7,023
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288
$514K 0.04%
5,385
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289
$507K 0.04%
2,753
-295
290
$500K 0.04%
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291
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17,345
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292
$498K 0.04%
16,977
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293
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11,072
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294
$479K 0.04%
20,439
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295
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4,975
-520
296
$470K 0.04%
19,009
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297
$467K 0.04%
8,322
+610
298
$465K 0.04%
11,132
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299
$464K 0.04%
886
-65
300
$461K 0.04%
16,482
-1,745
10 11
12
13 14