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
1251
$11.5K ﹤0.01%
1,000
1252
$11.4K ﹤0.01%
283
-85
1253
$11.4K ﹤0.01%
1,230
1254
$11.4K ﹤0.01%
58
+4
1255
$11.4K ﹤0.01%
84
1256
$11.4K ﹤0.01%
56
+14
1257
$11.4K ﹤0.01%
217
1258
$11.4K ﹤0.01%
465
1259
$11.4K ﹤0.01%
153
+1
1260
$11.3K ﹤0.01%
292
+10
1261
$11.3K ﹤0.01%
434
1262
$11.3K ﹤0.01%
2,055
1263
$11.3K ﹤0.01%
217
+1
1264
$11.3K ﹤0.01%
730
+25
1265
$11.2K ﹤0.01%
176
+32
1266
$11.2K ﹤0.01%
280
+5
1267
$11.2K ﹤0.01%
131
+1
1268
$11.2K ﹤0.01%
255
+27
1269
$11.1K ﹤0.01%
14
-7
1270
$11.1K ﹤0.01%
104
1271
$11.1K ﹤0.01%
212
+51
1272
$11.1K ﹤0.01%
+813
1273
$11.1K ﹤0.01%
30
+18
1274
$11K ﹤0.01%
414
+23
1275
$11K ﹤0.01%
530
49 50
51
52 53