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
1201
$13.7K ﹤0.01%
283
1202
$13.7K ﹤0.01%
313
-8
1203
$13.7K ﹤0.01%
1,154
1204
$13.7K ﹤0.01%
642
-172
1205
$13.7K ﹤0.01%
200
1206
$13.7K ﹤0.01%
539
1207
$13.6K ﹤0.01%
233
+8
1208
$13.4K ﹤0.01%
405
+15
1209
$13.4K ﹤0.01%
172
+45
1210
$13.4K ﹤0.01%
116
+7
1211
$13.3K ﹤0.01%
175
1212
$13.3K ﹤0.01%
195
+45
1213
$13.3K ﹤0.01%
329
+2
1214
$13.2K ﹤0.01%
352
+12
1215
$13.1K ﹤0.01%
7
1216
$13K ﹤0.01%
+394
1217
$13K ﹤0.01%
+258
1218
$13K ﹤0.01%
155
+5
1219
$13K ﹤0.01%
+500
1220
$13K ﹤0.01%
299
+3
1221
$13K ﹤0.01%
69
1222
$12.9K ﹤0.01%
+500
1223
$12.9K ﹤0.01%
485
-247
1224
$12.9K ﹤0.01%
101
+1
1225
$12.7K ﹤0.01%
102
+25
47 48
49
50 51