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
376
$280K 0.02%
4,419
-894
377
$277K 0.02%
1,313
-251
378
$276K 0.02%
2,638
+374
379
$276K 0.02%
1,785
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380
$275K 0.02%
7,293
-1,442
381
$270K 0.02%
13,450
+13,090
382
$269K 0.02%
4,435
-100
383
$268K 0.02%
503
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384
$268K 0.02%
2,621
-207
385
$268K 0.02%
788
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386
$266K 0.02%
33,850
-1,350
387
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1,137
-7
388
$262K 0.02%
6,137
-1,637
389
$260K 0.02%
2,246
-8
390
$257K 0.02%
548
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391
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$255K 0.02%
7,868
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393
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3,448
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394
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5,666
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395
$251K 0.02%
1,723
-13
396
$251K 0.02%
4,906
+1
397
$250K 0.02%
13,142
+11,809
398
$249K 0.02%
5,600
-3,323
399
$246K 0.02%
10,661
-194
400
$245K 0.02%
3,038
-2,268
14 15
16
17 18