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
76
$3.6M 0.29%
10,919
-701
77
$3.59M 0.29%
39,463
-1,964
78
$3.52M 0.28%
72,279
+17,405
79
$3.49M 0.28%
57,942
+1,075
80
$3.35M 0.27%
99,912
+32,386
81
$3.34M 0.27%
28,615
+560
82
$3.32M 0.26%
66,835
-3,366
83
$3.31M 0.26%
32,932
+3,458
84
$3.3M 0.26%
71,524
-5,173
85
$3.08M 0.25%
26,617
-2,001
86
$3.07M 0.24%
73,249
-4,195
87
$3.02M 0.24%
11,678
+330
88
$3.02M 0.24%
19,516
+254
89
$2.96M 0.24%
150,694
+4,407
90
$2.92M 0.23%
49,808
+25,386
91
$2.88M 0.23%
16,846
+1,010
92
$2.82M 0.22%
45,587
+4,857
93
$2.75M 0.22%
5,159
-231
94
$2.74M 0.22%
22,488
+23
95
$2.7M 0.22%
29,114
-1,479
96
$2.7M 0.22%
15,583
+2,556
97
$2.64M 0.21%
41,490
+7,030
98
$2.64M 0.21%
62,445
-1,181
99
$2.63M 0.21%
37,047
-2,356
100
$2.63M 0.21%
132,855
-5,655
2 3
4
5 6