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
101
$2.62M 0.21%
10,093
+2,516
102
$2.58M 0.21%
15,168
-71
103
$2.54M 0.2%
13,648
+1,880
104
$2.42M 0.19%
10,898
+283
105
$2.39M 0.19%
25,500
+2,382
106
$2.38M 0.19%
4,232
-56
107
$2.38M 0.19%
41,274
+1,782
108
$2.33M 0.19%
25,906
+1,347
109
$2.31M 0.18%
8,726
+901
110
$2.3M 0.18%
62,418
+294
111
$2.23M 0.18%
79,731
+1,150
112
$2.19M 0.17%
42,561
+2,972
113
$2.18M 0.17%
11,060
-2,456
114
$2.08M 0.17%
20,065
+1,235
115
$2.07M 0.17%
9,774
+130
116
$1.92M 0.15%
19,922
-10,887
117
$1.9M 0.15%
6,109
+809
118
$1.89M 0.15%
15,986
+1,641
119
$1.88M 0.15%
24,633
+1,640
120
$1.84M 0.15%
32,196
-874
121
$1.83M 0.15%
11,049
+1,540
122
$1.83M 0.15%
6,342
+1,050
123
$1.82M 0.14%
16,555
-544
124
$1.78M 0.14%
27,314
+1,379
125
$1.75M 0.14%
24,017
+472
3 4
5
6 7