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
1451
$5.82K ﹤0.01%
48
+8
1452
$5.75K ﹤0.01%
604
+200
1453
$5.73K ﹤0.01%
513
1454
$5.72K ﹤0.01%
+65
1455
$5.71K ﹤0.01%
10
+1
1456
$5.7K ﹤0.01%
85
1457
$5.7K ﹤0.01%
646
1458
$5.65K ﹤0.01%
156
1459
$5.63K ﹤0.01%
83
1460
$5.62K ﹤0.01%
+21
1461
$5.61K ﹤0.01%
250
1462
$5.58K ﹤0.01%
+31
1463
$5.58K ﹤0.01%
137
-12
1464
$5.56K ﹤0.01%
57
+8
1465
$5.46K ﹤0.01%
60
+1
1466
$5.43K ﹤0.01%
221
-53
1467
$5.41K ﹤0.01%
452
-269
1468
$5.41K ﹤0.01%
465
1469
$5.37K ﹤0.01%
+48
1470
$5.35K ﹤0.01%
46
+27
1471
$5.35K ﹤0.01%
+346
1472
$5.32K ﹤0.01%
231
1473
$5.3K ﹤0.01%
100
1474
$5.29K ﹤0.01%
115
1475
$5.28K ﹤0.01%
112
+1
57 58
59
60 61