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
1151
$16K ﹤0.01%
442
-82
1152
$15.9K ﹤0.01%
700
1153
$15.9K ﹤0.01%
624
+428
1154
$15.9K ﹤0.01%
182
+28
1155
$15.7K ﹤0.01%
727
-16,111
1156
$15.6K ﹤0.01%
121
+88
1157
$15.6K ﹤0.01%
238
-72
1158
$15.6K ﹤0.01%
426
+3
1159
$15.5K ﹤0.01%
1,507
+533
1160
$15.5K ﹤0.01%
500
1161
$15.5K ﹤0.01%
105
+5
1162
$15.4K ﹤0.01%
543
-2,384
1163
$15.4K ﹤0.01%
482
+343
1164
$15.4K ﹤0.01%
+221
1165
$15.4K ﹤0.01%
421
+8
1166
$15.3K ﹤0.01%
96
+22
1167
$15.3K ﹤0.01%
1,044
+10
1168
$15.3K ﹤0.01%
246
+8
1169
$15.2K ﹤0.01%
251
1170
$15.1K ﹤0.01%
500
1171
$15K ﹤0.01%
600
1172
$15K ﹤0.01%
46
-10
1173
$15K ﹤0.01%
505
1174
$14.9K ﹤0.01%
500
1175
$14.7K ﹤0.01%
705
45 46
47
48 49