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
401
$243K 0.02%
6,948
+3,296
402
$241K 0.02%
1,278
-9,904
403
$240K 0.02%
2,513
-5
404
$239K 0.02%
33,993
-55,183
405
$238K 0.02%
1,513
+236
406
$237K 0.02%
479
-15
407
$237K 0.02%
1,941
+3
408
$236K 0.02%
8,580
-1,094
409
$235K 0.02%
3,781
-114
410
$232K 0.02%
7,373
+113
411
$229K 0.02%
2,085
+224
412
$229K 0.02%
2,322
-116
413
$226K 0.02%
6,698
-6,469
414
$224K 0.02%
2,305
415
$222K 0.02%
1,377
416
$220K 0.02%
6,055
+4,819
417
$220K 0.02%
1,372
-296
418
$218K 0.02%
1,416
+28
419
$218K 0.02%
4,595
-78
420
$218K 0.02%
33,758
+477
421
$218K 0.02%
6,102
-1,787
422
$217K 0.02%
2,362
+569
423
$213K 0.02%
1,060
-309
424
$213K 0.02%
1,966
-251
425
$212K 0.02%
6,879
+312
15 16
17
18 19