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
1501
$4.76K ﹤0.01%
+96
1502
$4.74K ﹤0.01%
+8
1503
$4.67K ﹤0.01%
128
1504
$4.67K ﹤0.01%
49
+11
1505
$4.65K ﹤0.01%
+900
1506
$4.62K ﹤0.01%
202
1507
$4.6K ﹤0.01%
36
-3
1508
$4.57K ﹤0.01%
72
-43
1509
$4.56K ﹤0.01%
+335
1510
$4.45K ﹤0.01%
1,135
1511
$4.44K ﹤0.01%
+34
1512
$4.39K ﹤0.01%
23
+12
1513
$4.39K ﹤0.01%
210
+75
1514
$4.38K ﹤0.01%
112
+1
1515
$4.34K ﹤0.01%
131
+31
1516
$4.31K ﹤0.01%
102
-15
1517
$4.28K ﹤0.01%
+72
1518
$4.26K ﹤0.01%
+92
1519
$4.26K ﹤0.01%
84
+1
1520
$4.21K ﹤0.01%
189
1521
$4.2K ﹤0.01%
18
1522
$4.19K ﹤0.01%
+176
1523
$4.19K ﹤0.01%
95
1524
$4.17K ﹤0.01%
+86
1525
$4.16K ﹤0.01%
+78
59 60
61
62 63