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
1076
$21.2K ﹤0.01%
725
-197
1077
$21.2K ﹤0.01%
+162
1078
$21.2K ﹤0.01%
165
+41
1079
$21.1K ﹤0.01%
837
+5
1080
$20.9K ﹤0.01%
538
+38
1081
$20.6K ﹤0.01%
1,055
1082
$20.6K ﹤0.01%
698
+5
1083
$20.5K ﹤0.01%
250
-34
1084
$20.5K ﹤0.01%
867
+5
1085
$20.5K ﹤0.01%
600
1086
$20.4K ﹤0.01%
810
1087
$20.4K ﹤0.01%
448
1088
$20.2K ﹤0.01%
+430
1089
$20.1K ﹤0.01%
1,200
+550
1090
$20.1K ﹤0.01%
357
+1
1091
$20K ﹤0.01%
136
+3
1092
$19.8K ﹤0.01%
1,000
1093
$19.8K ﹤0.01%
142
-6
1094
$19.6K ﹤0.01%
212
+70
1095
$19.3K ﹤0.01%
817
-1,099
1096
$19.3K ﹤0.01%
1,501
1097
$19.3K ﹤0.01%
111
1098
$19.2K ﹤0.01%
693
+5
1099
$19.1K ﹤0.01%
208
1100
$19.1K ﹤0.01%
786
+6
42 43
44
45 46