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
651
$88.1K 0.01%
17,402
+88
652
$88K 0.01%
1,293
-69
653
$87.9K 0.01%
922
+500
654
$87.8K 0.01%
+3,167
655
$87.7K 0.01%
1,750
+1,300
656
$87.7K 0.01%
2,864
-256
657
$87.4K 0.01%
11,956
+5,542
658
$87.3K 0.01%
2,306
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659
$86K 0.01%
69,947
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660
$85.6K 0.01%
2,300
661
$85.6K 0.01%
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662
$85.2K 0.01%
757
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663
$85.2K 0.01%
1,442
-1,274
664
$84.3K 0.01%
1,757
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665
$83.7K 0.01%
475
666
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$83.3K 0.01%
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668
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$82.4K 0.01%
748
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670
$82.3K 0.01%
1,119
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671
$81.5K 0.01%
397
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$81.4K 0.01%
815
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673
$81.2K 0.01%
1,863
-23
674
$81.2K 0.01%
2,053
+17
675
$80.8K 0.01%
1,284
-152
25 26
27
28 29