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
1351
$7.86K ﹤0.01%
200
1352
$7.84K ﹤0.01%
74
1353
$7.82K ﹤0.01%
200
1354
$7.79K ﹤0.01%
550
-100
1355
$7.75K ﹤0.01%
174
-5,407
1356
$7.74K ﹤0.01%
+90
1357
$7.69K ﹤0.01%
88
1358
$7.69K ﹤0.01%
+208
1359
$7.68K ﹤0.01%
400
1360
$7.68K ﹤0.01%
405
-95
1361
$7.67K ﹤0.01%
180
+58
1362
$7.64K ﹤0.01%
27
1363
$7.63K ﹤0.01%
288
-5
1364
$7.62K ﹤0.01%
200
1365
$7.61K ﹤0.01%
642
1366
$7.59K ﹤0.01%
181
1367
$7.58K ﹤0.01%
186
+2
1368
$7.56K ﹤0.01%
18
1369
$7.55K ﹤0.01%
31
-8
1370
$7.53K ﹤0.01%
299
1371
$7.41K ﹤0.01%
+1,106
1372
$7.4K ﹤0.01%
56
+21
1373
$7.39K ﹤0.01%
+20
1374
$7.38K ﹤0.01%
150
1375
$7.38K ﹤0.01%
109
+74
53 54
55
56 57