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
1326
$8.99K ﹤0.01%
110
1327
$8.98K ﹤0.01%
91
+20
1328
$8.91K ﹤0.01%
1,084
1329
$8.89K ﹤0.01%
167
-1,776
1330
$8.83K ﹤0.01%
277
-36
1331
$8.68K ﹤0.01%
+155
1332
$8.66K ﹤0.01%
+44
1333
$8.66K ﹤0.01%
533
1334
$8.6K ﹤0.01%
68
+50
1335
$8.6K ﹤0.01%
18
+1
1336
$8.57K ﹤0.01%
1,374
1337
$8.56K ﹤0.01%
156
+36
1338
$8.5K ﹤0.01%
503
+9
1339
$8.46K ﹤0.01%
17
+10
1340
$8.43K ﹤0.01%
211
1341
$8.43K ﹤0.01%
315
+23
1342
$8.41K ﹤0.01%
+1,062
1343
$8.39K ﹤0.01%
87
1344
$8.36K ﹤0.01%
165
-200
1345
$8.34K ﹤0.01%
110
1346
$8.16K ﹤0.01%
113
+25
1347
$8.06K ﹤0.01%
278
+3
1348
$8.02K ﹤0.01%
600
1349
$7.97K ﹤0.01%
+519
1350
$7.91K ﹤0.01%
56
+19
52 53
54
55 56