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
801
$54.7K ﹤0.01%
1,460
802
$54.6K ﹤0.01%
688
+263
803
$54.3K ﹤0.01%
648
+4
804
$54.3K ﹤0.01%
1,631
-654
805
$54.2K ﹤0.01%
1,490
+1
806
$54K ﹤0.01%
886
+137
807
$53.6K ﹤0.01%
405
-279
808
$53.5K ﹤0.01%
169
-4
809
$53.2K ﹤0.01%
2,679
810
$53.1K ﹤0.01%
265
+2
811
$53.1K ﹤0.01%
1,250
812
$53.1K ﹤0.01%
+3,387
813
$52.9K ﹤0.01%
6,577
-82
814
$52.7K ﹤0.01%
1,100
815
$52.6K ﹤0.01%
2,504
-743
816
$52K ﹤0.01%
942
+6
817
$51.3K ﹤0.01%
+2,822
818
$50.7K ﹤0.01%
920
+213
819
$50.5K ﹤0.01%
1,772
820
$50.2K ﹤0.01%
975
+38
821
$50.1K ﹤0.01%
450
822
$50.1K ﹤0.01%
2,603
-56
823
$50K ﹤0.01%
4,605
824
$49.6K ﹤0.01%
481
+34
825
$49.6K ﹤0.01%
1,293
-33
31 32
33
34 35