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
876
$42.3K ﹤0.01%
716
877
$41.9K ﹤0.01%
1,678
-39
878
$41.8K ﹤0.01%
1,000
879
$41.7K ﹤0.01%
207
+50
880
$41.7K ﹤0.01%
9,100
+2,400
881
$41.5K ﹤0.01%
4,120
882
$41.5K ﹤0.01%
126
-1
883
$41.5K ﹤0.01%
868
884
$41.2K ﹤0.01%
1,800
885
$41.2K ﹤0.01%
15,200
-70
886
$41K ﹤0.01%
600
887
$41K ﹤0.01%
1,600
888
$40.9K ﹤0.01%
900
889
$40.7K ﹤0.01%
389
+127
890
$40.6K ﹤0.01%
236
-20
891
$40.5K ﹤0.01%
1,607
+12
892
$40.5K ﹤0.01%
518
+40
893
$40.3K ﹤0.01%
1,300
894
$40.3K ﹤0.01%
1,421
895
$40.2K ﹤0.01%
1,167
896
$40.1K ﹤0.01%
+1,410
897
$39.8K ﹤0.01%
395
+10
898
$39.7K ﹤0.01%
1,163
899
$39.6K ﹤0.01%
229
900
$39.5K ﹤0.01%
330
34 35
36
37 38