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
1301
$10K ﹤0.01%
2,777
1302
$10K ﹤0.01%
248
-56
1303
$10K ﹤0.01%
219
1304
$9.97K ﹤0.01%
55
+31
1305
$9.93K ﹤0.01%
110
1306
$9.9K ﹤0.01%
33
-40
1307
$9.9K ﹤0.01%
88
+19
1308
$9.89K ﹤0.01%
253
+1
1309
$9.76K ﹤0.01%
63
+16
1310
$9.76K ﹤0.01%
46
+1
1311
$9.71K ﹤0.01%
402
+2
1312
$9.59K ﹤0.01%
82
+18
1313
$9.52K ﹤0.01%
280
-24
1314
$9.52K ﹤0.01%
400
1315
$9.48K ﹤0.01%
36
+16
1316
$9.44K ﹤0.01%
188
-350
1317
$9.43K ﹤0.01%
+28
1318
$9.41K ﹤0.01%
235
1319
$9.37K ﹤0.01%
328
-52
1320
$9.31K ﹤0.01%
143
-30
1321
$9.27K ﹤0.01%
412
-150
1322
$9.16K ﹤0.01%
53
+13
1323
$9.14K ﹤0.01%
85
+9
1324
$9.14K ﹤0.01%
300
1325
$9.13K ﹤0.01%
163
+3
51 52
53
54 55