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
1026
$24.9K ﹤0.01%
2,000
1027
$24.4K ﹤0.01%
119
+7
1028
$24.4K ﹤0.01%
1,010
1029
$24.4K ﹤0.01%
148
1030
$24.4K ﹤0.01%
315
1031
$24.3K ﹤0.01%
+298
1032
$24.2K ﹤0.01%
175
1033
$24.2K ﹤0.01%
178
1034
$24.1K ﹤0.01%
234
-39
1035
$24.1K ﹤0.01%
515
+5
1036
$23.7K ﹤0.01%
236
+86
1037
$23.4K ﹤0.01%
345
1038
$23.3K ﹤0.01%
1,819
1039
$23.3K ﹤0.01%
392
1040
$23.2K ﹤0.01%
248
-46
1041
$23.2K ﹤0.01%
461
+102
1042
$23.1K ﹤0.01%
166
+116
1043
$23.1K ﹤0.01%
1,214
+1,002
1044
$23K ﹤0.01%
1,032
1045
$23K ﹤0.01%
300
1046
$22.9K ﹤0.01%
561
-281
1047
$22.9K ﹤0.01%
68
+15
1048
$22.9K ﹤0.01%
630
1049
$22.8K ﹤0.01%
500
1050
$22.6K ﹤0.01%
+680
40 41
42
43 44