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
826
$49.5K ﹤0.01%
713
-3,619
827
$49.5K ﹤0.01%
2,072
+1,790
828
$49.3K ﹤0.01%
1,600
829
$49K ﹤0.01%
805
+5
830
$48.9K ﹤0.01%
635
831
$48.7K ﹤0.01%
1,100
+250
832
$48.7K ﹤0.01%
175
833
$48.6K ﹤0.01%
1,180
+4
834
$48.4K ﹤0.01%
758
-643
835
$48.3K ﹤0.01%
2,522
836
$48.2K ﹤0.01%
995
837
$48.1K ﹤0.01%
1,301
+16
838
$48K ﹤0.01%
599
+54
839
$47.9K ﹤0.01%
+1,548
840
$47.6K ﹤0.01%
70
+5
841
$47.3K ﹤0.01%
1,851
842
$47.1K ﹤0.01%
1,552
+72
843
$47K ﹤0.01%
1,483
844
$46.7K ﹤0.01%
+3,102
845
$46.7K ﹤0.01%
5,566
846
$46.5K ﹤0.01%
1,133
-120
847
$46.4K ﹤0.01%
1,408
-198
848
$46.3K ﹤0.01%
746
-25
849
$46.3K ﹤0.01%
9,500
+1,000
850
$46.3K ﹤0.01%
814
-90
32 33
34
35 36