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
1426
$6.24K ﹤0.01%
154
1427
$6.21K ﹤0.01%
+40
1428
$6.21K ﹤0.01%
39
1429
$6.17K ﹤0.01%
285
+235
1430
$6.14K ﹤0.01%
+27
1431
$6.14K ﹤0.01%
413
+148
1432
$6.13K ﹤0.01%
168
1433
$6.11K ﹤0.01%
40
+21
1434
$6.11K ﹤0.01%
139
+24
1435
$6.1K ﹤0.01%
203
1436
$6.06K ﹤0.01%
101
1437
$6.06K ﹤0.01%
273
1438
$6.05K ﹤0.01%
97
1439
$6.04K ﹤0.01%
51
+19
1440
$6.01K ﹤0.01%
214
1441
$6.01K ﹤0.01%
+140
1442
$5.97K ﹤0.01%
35
+4
1443
$5.97K ﹤0.01%
93
1444
$5.97K ﹤0.01%
+197
1445
$5.96K ﹤0.01%
300
1446
$5.91K ﹤0.01%
5
1447
$5.87K ﹤0.01%
75
1448
$5.86K ﹤0.01%
284
1449
$5.86K ﹤0.01%
128
-58
1450
$5.85K ﹤0.01%
53
56 57
58
59 60