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
1176
$14.7K ﹤0.01%
1,200
-300
1177
$14.7K ﹤0.01%
138
1178
$14.6K ﹤0.01%
61
+12
1179
$14.6K ﹤0.01%
1,871
+1,000
1180
$14.6K ﹤0.01%
158
+2
1181
$14.5K ﹤0.01%
176
+1
1182
$14.5K ﹤0.01%
700
1183
$14.5K ﹤0.01%
2
1184
$14.5K ﹤0.01%
189
+11
1185
$14.4K ﹤0.01%
422
1186
$14.4K ﹤0.01%
600
1187
$14.2K ﹤0.01%
145
+30
1188
$14.2K ﹤0.01%
114
+95
1189
$14.2K ﹤0.01%
2,000
1190
$14.2K ﹤0.01%
482
+1
1191
$14.2K ﹤0.01%
434
+10
1192
$14.1K ﹤0.01%
1,717
1193
$14K ﹤0.01%
600
1194
$14K ﹤0.01%
159
-42
1195
$13.9K ﹤0.01%
250
+24
1196
$13.8K ﹤0.01%
135
+1
1197
$13.8K ﹤0.01%
187
1198
$13.8K ﹤0.01%
100
1199
$13.8K ﹤0.01%
614
+126
1200
$13.8K ﹤0.01%
125
-19
46 47
48
49 50