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
1476
$5.27K ﹤0.01%
461
1477
$5.24K ﹤0.01%
20
1478
$5.21K ﹤0.01%
169
-64
1479
$5.2K ﹤0.01%
89
1480
$5.19K ﹤0.01%
400
1481
$5.17K ﹤0.01%
363
1482
$5.17K ﹤0.01%
85
+5
1483
$5.17K ﹤0.01%
249
1484
$5.17K ﹤0.01%
40
+1
1485
$5.15K ﹤0.01%
206
1486
$5.14K ﹤0.01%
72
-674
1487
$5.08K ﹤0.01%
+100
1488
$5.06K ﹤0.01%
+200
1489
$5.03K ﹤0.01%
140
1490
$4.99K ﹤0.01%
+90
1491
$4.99K ﹤0.01%
65
+20
1492
$4.98K ﹤0.01%
40
1493
$4.96K ﹤0.01%
39
-161
1494
$4.94K ﹤0.01%
+28
1495
$4.93K ﹤0.01%
+50
1496
$4.91K ﹤0.01%
19
+9
1497
$4.88K ﹤0.01%
100
1498
$4.86K ﹤0.01%
21
+3
1499
$4.8K ﹤0.01%
58
1500
$4.8K ﹤0.01%
+109
58 59
60
61 62