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
501
$162K 0.01%
7,674
-1,698
502
$162K 0.01%
5,296
-136
503
$160K 0.01%
522
-48
504
$159K 0.01%
4,433
505
$159K 0.01%
4,054
506
$158K 0.01%
5,293
-139
507
$158K 0.01%
1,640
+70
508
$157K 0.01%
4,721
+582
509
$156K 0.01%
3,190
+2,631
510
$155K 0.01%
2,218
-40
511
$155K 0.01%
1,706
+30
512
$154K 0.01%
1,961
+1
513
$153K 0.01%
6,341
+5,892
514
$153K 0.01%
329
+28
515
$151K 0.01%
1,459
-155
516
$150K 0.01%
15,004
-9,826
517
$150K 0.01%
1,336
+28
518
$149K 0.01%
2,335
-631
519
$149K 0.01%
1,280
-6,227
520
$149K 0.01%
+2,888
521
$149K 0.01%
3,612
+3,387
522
$149K 0.01%
3,900
-811
523
$148K 0.01%
1,236
+58
524
$147K 0.01%
1,900
-52
525
$147K 0.01%
1,190
-77
19 20
21
22 23