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
1276
$11K ﹤0.01%
43
-24
1277
$11K ﹤0.01%
178
1278
$11K ﹤0.01%
331
-43
1279
$11K ﹤0.01%
+191
1280
$10.9K ﹤0.01%
495
+445
1281
$10.9K ﹤0.01%
163
+1
1282
$10.9K ﹤0.01%
897
1283
$10.8K ﹤0.01%
131
1284
$10.7K ﹤0.01%
1,086
+6
1285
$10.7K ﹤0.01%
117
1286
$10.6K ﹤0.01%
505
+435
1287
$10.6K ﹤0.01%
400
1288
$10.5K ﹤0.01%
23
+6
1289
$10.4K ﹤0.01%
908
+287
1290
$10.4K ﹤0.01%
1,473
-527
1291
$10.4K ﹤0.01%
261
1292
$10.4K ﹤0.01%
214
+54
1293
$10.4K ﹤0.01%
208
+18
1294
$10.3K ﹤0.01%
313
1295
$10.3K ﹤0.01%
327
+4
1296
$10.1K ﹤0.01%
459
1297
$10.1K ﹤0.01%
+2,649
1298
$10.1K ﹤0.01%
184
-637
1299
$10.1K ﹤0.01%
151
-22
1300
$10K ﹤0.01%
21
+1
50 51
52
53 54