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
576
$116K 0.01%
5,297
-45
577
$116K 0.01%
210
-71
578
$115K 0.01%
+1,997
579
$113K 0.01%
1,246
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580
$113K 0.01%
704
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581
$112K 0.01%
61
582
$112K 0.01%
1,706
+58
583
$112K 0.01%
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584
$111K 0.01%
3,427
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585
$111K 0.01%
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586
$111K 0.01%
837
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587
$110K 0.01%
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-2,760
588
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551
589
$110K 0.01%
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590
$110K 0.01%
531
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591
$110K 0.01%
1,508
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592
$108K 0.01%
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593
$108K 0.01%
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-27
594
$108K 0.01%
572
595
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1,188
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$108K 0.01%
1,526
-28
597
$108K 0.01%
652
-142
598
$107K 0.01%
255
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599
$107K 0.01%
9,025
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600
$107K 0.01%
2,798
+42
22 23
24
25 26