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
926
$37.1K ﹤0.01%
+10,000
927
$37K ﹤0.01%
9,026
-13,251
928
$37K ﹤0.01%
692
-23
929
$37K ﹤0.01%
380
-13
930
$37K ﹤0.01%
824
+4
931
$36.9K ﹤0.01%
3,234
+49
932
$36.8K ﹤0.01%
60
+10
933
$36.6K ﹤0.01%
266
934
$36.2K ﹤0.01%
354
935
$36.1K ﹤0.01%
359
+4
936
$36.1K ﹤0.01%
1,500
-1,000
937
$35.9K ﹤0.01%
165
-63
938
$35.8K ﹤0.01%
1,435
939
$35.7K ﹤0.01%
2,811
940
$35.6K ﹤0.01%
356
941
$35.5K ﹤0.01%
736
-18
942
$35.5K ﹤0.01%
894
943
$35.3K ﹤0.01%
1,661
-340
944
$34.7K ﹤0.01%
1,852
945
$34.7K ﹤0.01%
193
+8
946
$34.7K ﹤0.01%
690
+2
947
$34.5K ﹤0.01%
1,758
948
$34.5K ﹤0.01%
406
949
$34.3K ﹤0.01%
729
-147
950
$34.2K ﹤0.01%
311
+10
36 37
38
39 40