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
301
$447K 0.04%
5,758
-43
302
$447K 0.04%
5,558
-189
303
$439K 0.04%
4,424
+1,094
304
$437K 0.03%
12,748
-196
305
$434K 0.03%
19,323
+4,159
306
$434K 0.03%
4,650
+270
307
$429K 0.03%
18,683
-2,120
308
$429K 0.03%
22,629
+31
309
$420K 0.03%
5,269
+810
310
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+9,002
311
$419K 0.03%
16,337
-5,850
312
$413K 0.03%
13,636
+35
313
$412K 0.03%
1,604
-59
314
$411K 0.03%
15,469
-2,163
315
$409K 0.03%
21,679
+3,640
316
$406K 0.03%
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317
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735
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318
$400K 0.03%
5,200
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319
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+6,485
320
$389K 0.03%
13,658
-2,062
321
$385K 0.03%
7,547
-227
322
$384K 0.03%
1,818
-87
323
$382K 0.03%
7,386
+799
324
$382K 0.03%
9,210
+35
325
$382K 0.03%
4,441
-743
11 12
13
14 15