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
726
$69.7K 0.01%
1,175
-626
727
$68.9K 0.01%
3,190
+33
728
$68.8K 0.01%
1,223
729
$68.3K 0.01%
2,505
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730
$68.1K 0.01%
613
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731
$68K 0.01%
2,135
732
$68K 0.01%
+3,400
733
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734
$67.2K 0.01%
368
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735
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1,056
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736
$66.8K 0.01%
552
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737
$66K 0.01%
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738
$65.9K 0.01%
2,095
739
$65.6K 0.01%
850
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740
$65.2K 0.01%
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743
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1,131
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$63.9K 0.01%
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745
$63.4K 0.01%
1,275
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746
$63.4K 0.01%
2,414
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747
$63.3K 0.01%
632
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748
$63.1K 0.01%
2,634
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$62.8K 0.01%
211
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750
$62.7K 0.01%
364
-134
28 29
30
31 32