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
1051
$22.5K ﹤0.01%
300
1052
$22.4K ﹤0.01%
770
1053
$22.3K ﹤0.01%
1,350
-535
1054
$22.3K ﹤0.01%
524
1055
$22.2K ﹤0.01%
277
+1
1056
$22.2K ﹤0.01%
100
1057
$22K ﹤0.01%
67
+19
1058
$22K ﹤0.01%
299
+246
1059
$22K ﹤0.01%
303
1060
$21.9K ﹤0.01%
196
+93
1061
$21.8K ﹤0.01%
468
-175
1062
$21.8K ﹤0.01%
66
+1
1063
$21.7K ﹤0.01%
2,000
-408
1064
$21.6K ﹤0.01%
+98
1065
$21.6K ﹤0.01%
500
1066
$21.5K ﹤0.01%
495
+2
1067
$21.5K ﹤0.01%
96
+28
1068
$21.4K ﹤0.01%
800
1069
$21.4K ﹤0.01%
852
+6
1070
$21.4K ﹤0.01%
115
1071
$21.4K ﹤0.01%
1,666
1072
$21.4K ﹤0.01%
205
+5
1073
$21.4K ﹤0.01%
+1,144
1074
$21.3K ﹤0.01%
486
+277
1075
$21.3K ﹤0.01%
610
+530
41 42
43
44 45