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
851
$46.2K ﹤0.01%
562
-105
852
$46.1K ﹤0.01%
267
+92
853
$45.9K ﹤0.01%
668
+5
854
$45.9K ﹤0.01%
+3,949
855
$45.7K ﹤0.01%
1,600
856
$45.6K ﹤0.01%
1,500
857
$45.4K ﹤0.01%
+775
858
$45.2K ﹤0.01%
649
+4
859
$45K ﹤0.01%
1,898
+438
860
$44.9K ﹤0.01%
1,213
-1,563
861
$44.8K ﹤0.01%
47
+1
862
$44.3K ﹤0.01%
2,141
+21
863
$43.8K ﹤0.01%
842
+9
864
$43.6K ﹤0.01%
1,732
-987
865
$43.4K ﹤0.01%
+1,635
866
$43.3K ﹤0.01%
633
867
$43.3K ﹤0.01%
780
868
$43.2K ﹤0.01%
2,010
-41,517
869
$43.2K ﹤0.01%
1,914
+1,424
870
$43.1K ﹤0.01%
662
871
$43K ﹤0.01%
623
+6
872
$43K ﹤0.01%
666
873
$42.7K ﹤0.01%
+1,020
874
$42.4K ﹤0.01%
1,126
-1,241
875
$42.3K ﹤0.01%
839
33 34
35
36 37