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
1001
$27.5K ﹤0.01%
759
+105
1002
$27.5K ﹤0.01%
101
+51
1003
$27.4K ﹤0.01%
374
-172
1004
$27.3K ﹤0.01%
994
1005
$27.2K ﹤0.01%
+200
1006
$27.2K ﹤0.01%
1,000
-2,900
1007
$27.2K ﹤0.01%
320
-7,595
1008
$27.2K ﹤0.01%
305
-339
1009
$26.9K ﹤0.01%
308
+5
1010
$26.6K ﹤0.01%
94
+23
1011
$26.6K ﹤0.01%
630
+374
1012
$26.4K ﹤0.01%
963
+145
1013
$26.3K ﹤0.01%
650
1014
$26.2K ﹤0.01%
529
-310
1015
$26.1K ﹤0.01%
845
1016
$26K ﹤0.01%
673
+229
1017
$25.8K ﹤0.01%
1,200
-665
1018
$25.8K ﹤0.01%
1,022
-19
1019
$25.8K ﹤0.01%
723
1020
$25.6K ﹤0.01%
197
-6
1021
$25.5K ﹤0.01%
1,000
1022
$25.5K ﹤0.01%
600
1023
$25.4K ﹤0.01%
856
+6
1024
$25.2K ﹤0.01%
269
-42
1025
$25.1K ﹤0.01%
95
+28
39 40
41
42 43