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
51
$5.17M 0.41%
121,894
+16,569
52
$5.15M 0.41%
109,381
+2,631
53
$5.08M 0.41%
13,545
+337
54
$5.06M 0.4%
202,249
+7,393
55
$5.03M 0.4%
55,364
-761
56
$5.03M 0.4%
76,466
-2,907
57
$4.87M 0.39%
242,821
+10,190
58
$4.8M 0.38%
37,254
+48
59
$4.79M 0.38%
63,286
-4,326
60
$4.75M 0.38%
84,912
+6,245
61
$4.63M 0.37%
222,127
+31,759
62
$4.6M 0.37%
49,256
-5,594
63
$4.53M 0.36%
89,423
+988
64
$4.5M 0.36%
42,721
-2,801
65
$4.21M 0.34%
16,702
+2,814
66
$4.02M 0.32%
101,306
-8,194
67
$3.97M 0.32%
7,325
+1,235
68
$3.93M 0.31%
110,117
+1,292
69
$3.87M 0.31%
82,202
+10,049
70
$3.86M 0.31%
77,171
+2,963
71
$3.81M 0.3%
128,345
+127,102
72
$3.79M 0.3%
54,213
+385
73
$3.77M 0.3%
298,037
-5,737
74
$3.69M 0.3%
22,086
+365
75
$3.67M 0.29%
26,741
+990
1 2
3
4 5