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
1401
$6.68K ﹤0.01%
331
1402
$6.67K ﹤0.01%
885
1403
$6.63K ﹤0.01%
218
+5
1404
$6.63K ﹤0.01%
200
+7
1405
$6.62K ﹤0.01%
183
1406
$6.61K ﹤0.01%
226
+41
1407
$6.61K ﹤0.01%
140
1408
$6.58K ﹤0.01%
39
-14
1409
$6.56K ﹤0.01%
1,046
1410
$6.55K ﹤0.01%
233
+8
1411
$6.52K ﹤0.01%
+28
1412
$6.51K ﹤0.01%
78
1413
$6.44K ﹤0.01%
+21
1414
$6.42K ﹤0.01%
24
-5
1415
$6.39K ﹤0.01%
164
+1
1416
$6.39K ﹤0.01%
401
+200
1417
$6.38K ﹤0.01%
16
-15
1418
$6.38K ﹤0.01%
99
+5
1419
$6.36K ﹤0.01%
52
+28
1420
$6.36K ﹤0.01%
199
+16
1421
$6.33K ﹤0.01%
82
1422
$6.31K ﹤0.01%
150
1423
$6.3K ﹤0.01%
210
-44
1424
$6.25K ﹤0.01%
41
1425
$6.25K ﹤0.01%
250
55 56
57
58 59