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
776
$58.7K ﹤0.01%
334
+28
777
$58.5K ﹤0.01%
13,391
+217
778
$58.5K ﹤0.01%
1,340
+1,204
779
$57.8K ﹤0.01%
7,119
-1,198
780
$57.8K ﹤0.01%
450
781
$57.6K ﹤0.01%
2,228
+10
782
$57.5K ﹤0.01%
2,015
+10
783
$57.4K ﹤0.01%
2,720
+270
784
$57.4K ﹤0.01%
1,500
785
$57.1K ﹤0.01%
1,237
-23
786
$56.8K ﹤0.01%
+2,328
787
$56.8K ﹤0.01%
750
788
$56.6K ﹤0.01%
496
789
$56.6K ﹤0.01%
946
-27
790
$56.3K ﹤0.01%
385
+26
791
$56K ﹤0.01%
329
-45
792
$56K ﹤0.01%
1,690
+1,457
793
$55.9K ﹤0.01%
775
794
$55.8K ﹤0.01%
197
+79
795
$55.5K ﹤0.01%
108
+1
796
$55.5K ﹤0.01%
3,468
+30
797
$55.4K ﹤0.01%
1,922
-46
798
$55.2K ﹤0.01%
+1,800
799
$55.1K ﹤0.01%
922
+614
800
$54.8K ﹤0.01%
1,683
+18
30 31
32
33 34