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
1126
$17.2K ﹤0.01%
352
1127
$17.2K ﹤0.01%
381
1128
$17.2K ﹤0.01%
291
1129
$17.1K ﹤0.01%
616
+461
1130
$17.1K ﹤0.01%
40
+5
1131
$17.1K ﹤0.01%
70
+13
1132
$17.1K ﹤0.01%
181
+86
1133
$17K ﹤0.01%
70
+19
1134
$17K ﹤0.01%
291
-137
1135
$16.8K ﹤0.01%
400
1136
$16.8K ﹤0.01%
63
+40
1137
$16.8K ﹤0.01%
256
-214
1138
$16.7K ﹤0.01%
336
-451
1139
$16.6K ﹤0.01%
131
1140
$16.6K ﹤0.01%
1,479
1141
$16.6K ﹤0.01%
1,015
+3
1142
$16.5K ﹤0.01%
36
-4
1143
$16.5K ﹤0.01%
216
1144
$16.5K ﹤0.01%
648
+638
1145
$16.4K ﹤0.01%
1,204
+174
1146
$16.4K ﹤0.01%
170
+70
1147
$16.2K ﹤0.01%
230
-161
1148
$16.2K ﹤0.01%
48
+9
1149
$16.2K ﹤0.01%
149
+108
1150
$16K ﹤0.01%
85
44 45
46
47 48