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
751
$62.3K 0.01%
534
+78
752
$62.2K 0.01%
1,591
+21
753
$61.9K ﹤0.01%
1,100
754
$61.9K ﹤0.01%
1,374
-3,152
755
$61.5K ﹤0.01%
231
-88
756
$61.2K ﹤0.01%
1,938
757
$61.2K ﹤0.01%
98
+1
758
$61.1K ﹤0.01%
1,604
-2,488
759
$60.6K ﹤0.01%
1,380
+266
760
$60.6K ﹤0.01%
1,455
+605
761
$60.5K ﹤0.01%
104
762
$60.3K ﹤0.01%
121
-24
763
$60.2K ﹤0.01%
157
-51
764
$59.9K ﹤0.01%
13
765
$59.7K ﹤0.01%
1,214
766
$59.6K ﹤0.01%
5,557
-106
767
$59.6K ﹤0.01%
2,933
-227
768
$59.5K ﹤0.01%
1,579
-75
769
$59.4K ﹤0.01%
3,042
-204
770
$59.3K ﹤0.01%
837
+10
771
$59.1K ﹤0.01%
135
772
$58.9K ﹤0.01%
169
+5
773
$58.8K ﹤0.01%
306
774
$58.8K ﹤0.01%
+2,230
775
$58.8K ﹤0.01%
137
+21
29 30
31
32 33