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
126
$1.75M 0.14%
34,630
+20,570
127
$1.71M 0.14%
38,999
-1,006
128
$1.7M 0.14%
37,546
-4,055
129
$1.7M 0.14%
7,202
+767
130
$1.69M 0.14%
54,698
+3,256
131
$1.66M 0.13%
20,045
+486
132
$1.66M 0.13%
8,561
-77
133
$1.65M 0.13%
53,356
+1,644
134
$1.65M 0.13%
23,051
+2,603
135
$1.63M 0.13%
11,148
-3,733
136
$1.59M 0.13%
62,330
+56,083
137
$1.57M 0.13%
26,597
-3,598
138
$1.56M 0.12%
17,013
+1,960
139
$1.53M 0.12%
6,260
+1,003
140
$1.53M 0.12%
17,495
-233
141
$1.52M 0.12%
11,471
+1,092
142
$1.52M 0.12%
27,248
-285
143
$1.5M 0.12%
35,904
-121,808
144
$1.46M 0.12%
29,339
-122
145
$1.46M 0.12%
9,368
+920
146
$1.46M 0.12%
57,492
+25,617
147
$1.44M 0.12%
16,096
+11,017
148
$1.44M 0.12%
16,112
-4,114
149
$1.43M 0.11%
37,102
+6,305
150
$1.41M 0.11%
41,393
+3,756
4 5
6
7 8