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
976
$30.3K ﹤0.01%
172
-2
977
$30.2K ﹤0.01%
626
978
$30.2K ﹤0.01%
290
+21
979
$29.9K ﹤0.01%
2,000
980
$29.8K ﹤0.01%
600
981
$29.7K ﹤0.01%
200
982
$29.6K ﹤0.01%
780
+502
983
$29.6K ﹤0.01%
843
-31
984
$29.4K ﹤0.01%
1,505
985
$29.4K ﹤0.01%
466
+45
986
$29.3K ﹤0.01%
748
987
$29.3K ﹤0.01%
186
+58
988
$29.3K ﹤0.01%
109
+66
989
$29.2K ﹤0.01%
403
+186
990
$28.7K ﹤0.01%
+800
991
$28.6K ﹤0.01%
258
+8
992
$28.5K ﹤0.01%
543
+500
993
$28.5K ﹤0.01%
458
-95
994
$28.5K ﹤0.01%
112
+22
995
$28.4K ﹤0.01%
733
+120
996
$27.8K ﹤0.01%
2,207
+43
997
$27.7K ﹤0.01%
520
+89
998
$27.6K ﹤0.01%
109
+1
999
$27.6K ﹤0.01%
477
1000
$27.6K ﹤0.01%
1,183
-828
38 39
40
41 42