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
951
$34.1K ﹤0.01%
716
+13
952
$33.8K ﹤0.01%
283
+5
953
$33.7K ﹤0.01%
1,095
-238
954
$33.5K ﹤0.01%
900
955
$33.3K ﹤0.01%
599
956
$33.2K ﹤0.01%
411
-847
957
$32.8K ﹤0.01%
440
+14
958
$32.8K ﹤0.01%
1,198
-242
959
$32.6K ﹤0.01%
547
960
$32.3K ﹤0.01%
864
-421
961
$32.2K ﹤0.01%
1,560
+52
962
$32.1K ﹤0.01%
682
+9
963
$32K ﹤0.01%
460
964
$31.7K ﹤0.01%
588
+2
965
$31.6K ﹤0.01%
151
+1
966
$31.4K ﹤0.01%
1,000
967
$31.4K ﹤0.01%
1,382
-59
968
$31.2K ﹤0.01%
339
-20
969
$31K ﹤0.01%
61
-10
970
$31K ﹤0.01%
128
+1
971
$30.8K ﹤0.01%
916
-201
972
$30.7K ﹤0.01%
614
+5
973
$30.6K ﹤0.01%
480
+1
974
$30.6K ﹤0.01%
360
-4,682
975
$30.5K ﹤0.01%
236
37 38
39
40 41