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
676
$80.8K 0.01%
3,998
677
$80.7K 0.01%
3,090
+1,216
678
$80.7K 0.01%
1,789
-442
679
$80.3K 0.01%
3,000
680
$80.3K 0.01%
10,349
-426
681
$80.1K 0.01%
+765
682
$79.9K 0.01%
819
+300
683
$79.8K 0.01%
231
+1
684
$79.8K 0.01%
1,652
-516
685
$79.8K 0.01%
751
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686
$79.3K 0.01%
1,948
687
$78.7K 0.01%
1,775
-15
688
$78.5K 0.01%
1,104
+218
689
$78.3K 0.01%
2,221
+156
690
$78.3K 0.01%
946
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$78.2K 0.01%
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692
$78.1K 0.01%
377
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693
$77.4K 0.01%
436
694
$77.2K 0.01%
1,309
-158
695
$76.6K 0.01%
1,110
+150
696
$76.6K 0.01%
2,076
+1,976
697
$76.3K 0.01%
2,900
698
$76.3K 0.01%
20
699
$76K 0.01%
1,878
-74
700
$75.4K 0.01%
2,241
+442
26 27
28
29 30