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
551
$127K 0.01%
348
-47
552
$126K 0.01%
3,462
-18
553
$126K 0.01%
5,592
-23
554
$124K 0.01%
2,130
-1,450
555
$124K 0.01%
3,698
+45
556
$124K 0.01%
4,835
+3
557
$123K 0.01%
2,250
+71
558
$123K 0.01%
+5,012
559
$123K 0.01%
2,950
+700
560
$122K 0.01%
2,282
+1,059
561
$122K 0.01%
465
+4
562
$121K 0.01%
2,949
+1,640
563
$121K 0.01%
1,131
-132
564
$121K 0.01%
788
-275
565
$121K 0.01%
+3,142
566
$120K 0.01%
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$120K 0.01%
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$120K 0.01%
2,514
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569
$119K 0.01%
2,528
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570
$118K 0.01%
1,641
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571
$118K 0.01%
629
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572
$118K 0.01%
887
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573
$118K 0.01%
3,120
-130
574
$118K 0.01%
1,716
+890
575
$117K 0.01%
2,222
21 22
23
24 25