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
901
$39.5K ﹤0.01%
91
+1
902
$39.4K ﹤0.01%
1,135
903
$39.4K ﹤0.01%
866
904
$39.4K ﹤0.01%
246
-20
905
$39.3K ﹤0.01%
391
-184
906
$39.1K ﹤0.01%
1,247
-30,538
907
$39.1K ﹤0.01%
944
+4
908
$39K ﹤0.01%
494
+185
909
$38.6K ﹤0.01%
346
+58
910
$38.6K ﹤0.01%
210
911
$38.5K ﹤0.01%
+1,200
912
$38.5K ﹤0.01%
1,689
+814
913
$38.4K ﹤0.01%
839
-761
914
$38.3K ﹤0.01%
600
+100
915
$38.3K ﹤0.01%
1,561
-40
916
$38.2K ﹤0.01%
290
917
$38.2K ﹤0.01%
1,000
918
$38K ﹤0.01%
625
919
$38K ﹤0.01%
1,250
920
$37.7K ﹤0.01%
265
+1
921
$37.4K ﹤0.01%
750
-600
922
$37.4K ﹤0.01%
172
-264
923
$37.3K ﹤0.01%
1,087
924
$37.2K ﹤0.01%
951
+755
925
$37.2K ﹤0.01%
1,200
35 36
37
38 39