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
1226
$12.7K ﹤0.01%
500
1227
$12.5K ﹤0.01%
365
+5
1228
$12.5K ﹤0.01%
84
+25
1229
$12.4K ﹤0.01%
+246
1230
$12.3K ﹤0.01%
2,363
1231
$12.3K ﹤0.01%
348
+318
1232
$12.3K ﹤0.01%
291
+192
1233
$12.3K ﹤0.01%
320
+114
1234
$12.3K ﹤0.01%
583
+372
1235
$12.2K ﹤0.01%
67
+30
1236
$12.2K ﹤0.01%
125
1237
$12.2K ﹤0.01%
1,225
1238
$12.2K ﹤0.01%
265
+200
1239
$12.1K ﹤0.01%
146
+1
1240
$12K ﹤0.01%
104
1241
$11.9K ﹤0.01%
213
+2
1242
$11.9K ﹤0.01%
667
+353
1243
$11.8K ﹤0.01%
103
+2
1244
$11.8K ﹤0.01%
250
1245
$11.8K ﹤0.01%
+364
1246
$11.8K ﹤0.01%
155
+5
1247
$11.7K ﹤0.01%
110
+36
1248
$11.6K ﹤0.01%
255
1249
$11.6K ﹤0.01%
1,700
1250
$11.5K ﹤0.01%
144
-20
48 49
50
51 52