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
1376
$7.34K ﹤0.01%
20
1377
$7.27K ﹤0.01%
+15
1378
$7.24K ﹤0.01%
40
1379
$7.21K ﹤0.01%
176
+5
1380
$7.2K ﹤0.01%
+325
1381
$7.2K ﹤0.01%
+47
1382
$7.1K ﹤0.01%
31
+28
1383
$7.07K ﹤0.01%
184
1384
$7.06K ﹤0.01%
52
1385
$7.04K ﹤0.01%
291
1386
$7.04K ﹤0.01%
35
-169
1387
$6.96K ﹤0.01%
172
1388
$6.94K ﹤0.01%
70
+10
1389
$6.94K ﹤0.01%
130
+5
1390
$6.93K ﹤0.01%
104
1391
$6.92K ﹤0.01%
+214
1392
$6.87K ﹤0.01%
666
1393
$6.8K ﹤0.01%
76
1394
$6.79K ﹤0.01%
1,315
1395
$6.78K ﹤0.01%
500
1396
$6.76K ﹤0.01%
+226
1397
$6.76K ﹤0.01%
50
1398
$6.76K ﹤0.01%
75
1399
$6.72K ﹤0.01%
250
1400
$6.7K ﹤0.01%
+142
54 55
56
57 58