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
701
$75.1K 0.01%
2,176
+7
702
$75.1K 0.01%
922
+2
703
$74.5K 0.01%
+3,000
704
$74.1K 0.01%
+2,835
705
$74K 0.01%
657
+7
706
$73.9K 0.01%
618
-39
707
$73.7K 0.01%
145
708
$73.5K 0.01%
2,102
-48
709
$73K 0.01%
3,049
+19
710
$72.6K 0.01%
2,502
+389
711
$72.6K 0.01%
690
-1,421
712
$72.3K 0.01%
109
+25
713
$72.3K 0.01%
1,007
+1
714
$72.2K 0.01%
325
-120
715
$72K 0.01%
+1,759
716
$71.6K 0.01%
1,317
+231
717
$71.5K 0.01%
3,000
718
$71.4K 0.01%
170
-3
719
$71.1K 0.01%
760
-82
720
$71K 0.01%
+3,555
721
$70.2K 0.01%
2,461
-2,979
722
$70.2K 0.01%
2,458
-23
723
$69.9K 0.01%
2,244
+1
724
$69.9K 0.01%
1,000
725
$69.8K 0.01%
994
+18
27 28
29
30 31