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
1101
$19K ﹤0.01%
800
1102
$19K ﹤0.01%
516
+41
1103
$18.9K ﹤0.01%
800
1104
$18.9K ﹤0.01%
161
+61
1105
$18.7K ﹤0.01%
859
+5
1106
$18.7K ﹤0.01%
611
+4
1107
$18.6K ﹤0.01%
1,611
1108
$18.5K ﹤0.01%
500
1109
$18.4K ﹤0.01%
200
1110
$18.4K ﹤0.01%
800
1111
$18.4K ﹤0.01%
261
+2
1112
$18.3K ﹤0.01%
+60
1113
$18.2K ﹤0.01%
817
+8
1114
$18.1K ﹤0.01%
496
+6
1115
$18.1K ﹤0.01%
274
-64
1116
$17.8K ﹤0.01%
1,694
+1,331
1117
$17.6K ﹤0.01%
1,458
1118
$17.5K ﹤0.01%
118
+2
1119
$17.5K ﹤0.01%
1,500
-770
1120
$17.5K ﹤0.01%
426
+7
1121
$17.4K ﹤0.01%
229
1122
$17.4K ﹤0.01%
275
+1
1123
$17.4K ﹤0.01%
+154
1124
$17.4K ﹤0.01%
+472
1125
$17.3K ﹤0.01%
117
-40
43 44
45
46 47