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
351
$321K 0.03%
8,338
+19
352
$320K 0.03%
9,628
+998
353
$317K 0.03%
8,880
+230
354
$317K 0.03%
12,512
-32,370
355
$314K 0.03%
+6,815
356
$313K 0.03%
8,139
+39
357
$309K 0.02%
14,769
-350
358
$306K 0.02%
1,129
+1
359
$305K 0.02%
2,583
-157
360
$304K 0.02%
13,772
+4,819
361
$304K 0.02%
869
+94
362
$300K 0.02%
7,288
+6,638
363
$299K 0.02%
4,993
-2,270
364
$297K 0.02%
1,540
-161
365
$297K 0.02%
3,844
+743
366
$294K 0.02%
13,330
+6,697
367
$294K 0.02%
8,121
+284
368
$293K 0.02%
1,464
+73
369
$289K 0.02%
1,084
+164
370
$289K 0.02%
11,723
+70
371
$288K 0.02%
6,638
-1,325
372
$288K 0.02%
13,374
-394
373
$284K 0.02%
2,742
+2,636
374
$283K 0.02%
1,928
-112
375
$282K 0.02%
8,081
+4,939
13 14
15
16 17