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
451
$193K 0.02%
3,239
+273
452
$193K 0.02%
3,164
+8
453
$192K 0.02%
3,526
+2,760
454
$190K 0.02%
607
+77
455
$189K 0.02%
4,640
+582
456
$189K 0.02%
5,271
-4,829
457
$188K 0.02%
933
+259
458
$187K 0.02%
1,498
-105
459
$187K 0.01%
2,972
-229
460
$187K 0.01%
+7,930
461
$187K 0.01%
5,059
+396
462
$186K 0.01%
615
-4,324
463
$186K 0.01%
6,201
464
$185K 0.01%
1,881
-122
465
$183K 0.01%
2,498
-764
466
$182K 0.01%
6,321
+2,616
467
$181K 0.01%
2,520
-311
468
$180K 0.01%
+4,158
469
$180K 0.01%
4,814
-325
470
$180K 0.01%
2,919
-15
471
$179K 0.01%
1,399
472
$179K 0.01%
2,905
-328
473
$178K 0.01%
583
+5
474
$178K 0.01%
5,471
-295
475
$178K 0.01%
6,763
+3,457
17 18
19
20 21