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
626
$98K 0.01%
3,020
+3,013
627
$97.7K 0.01%
4,868
+4,172
628
$97.6K 0.01%
896
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629
$97K 0.01%
1,940
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630
$96.3K 0.01%
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631
$96.2K 0.01%
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-820
632
$96.1K 0.01%
1,656
-210
633
$94.9K 0.01%
+2,986
634
$94.9K 0.01%
2,896
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635
$94.4K 0.01%
1,848
636
$93.9K 0.01%
301
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637
$93.6K 0.01%
1,027
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638
$93.3K 0.01%
570
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639
$92.8K 0.01%
345
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640
$92.7K 0.01%
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$91.7K 0.01%
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$90.5K 0.01%
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$90.1K 0.01%
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646
$90.1K 0.01%
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647
$89.9K 0.01%
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+140
648
$89.3K 0.01%
583
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649
$89.1K 0.01%
183
+7
650
$89K 0.01%
3,775
+275
24 25
26
27 28