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
326
$379K 0.03%
8,301
+1,144
327
$379K 0.03%
14,928
+106
328
$376K 0.03%
15,124
+3,885
329
$376K 0.03%
12,690
+5,190
330
$376K 0.03%
4,146
-249
331
$365K 0.03%
2,432
-35
332
$364K 0.03%
1,161
+31
333
$355K 0.03%
9,920
+6,220
334
$355K 0.03%
15,877
+1,153
335
$353K 0.03%
9,901
+21
336
$353K 0.03%
7,065
+1,007
337
$351K 0.03%
641
+102
338
$350K 0.03%
10,230
+6,580
339
$347K 0.03%
13,916
-2,185
340
$345K 0.03%
792
+116
341
$341K 0.03%
1,471
-65
342
$337K 0.03%
1,381
+608
343
$336K 0.03%
2,021
+400
344
$335K 0.03%
4,244
-585
345
$334K 0.03%
5,288
+1,096
346
$334K 0.03%
2,171
+75
347
$326K 0.03%
2,986
+114
348
$324K 0.03%
8,609
-872
349
$323K 0.03%
3,077
-89
350
$322K 0.03%
38,573
12 13
14
15 16