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
526
$146K 0.01%
1,843
+1
527
$145K 0.01%
1,142
+582
528
$144K 0.01%
4,149
+209
529
$142K 0.01%
14,904
+39
530
$142K 0.01%
2,109
-48
531
$142K 0.01%
2,597
-2,192
532
$141K 0.01%
2,089
+89
533
$140K 0.01%
1,714
+10
534
$140K 0.01%
1,194
535
$140K 0.01%
3,381
+1,731
536
$139K 0.01%
220
+19
537
$139K 0.01%
1,987
-800
538
$138K 0.01%
3,857
-755
539
$138K 0.01%
3,358
-119
540
$138K 0.01%
768
+394
541
$137K 0.01%
2,026
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542
$137K 0.01%
5,598
-2,178
543
$137K 0.01%
1,800
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544
$135K 0.01%
1,994
-12
545
$135K 0.01%
13,666
-3,603
546
$131K 0.01%
1,606
547
$129K 0.01%
5,000
-500
548
$128K 0.01%
1,821
+1,166
549
$127K 0.01%
3,286
550
$127K 0.01%
3,027
-663
20 21
22
23 24