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
1526
$4.15K ﹤0.01%
3
1527
$4.13K ﹤0.01%
+13
1528
$4.06K ﹤0.01%
7
+4
1529
$4.05K ﹤0.01%
129
1530
$4.04K ﹤0.01%
250
1531
$4.04K ﹤0.01%
25
+7
1532
$4K ﹤0.01%
52
1533
$4K ﹤0.01%
112
-3
1534
$3.93K ﹤0.01%
+39
1535
$3.91K ﹤0.01%
128
1536
$3.9K ﹤0.01%
99
1537
$3.9K ﹤0.01%
71
-62
1538
$3.88K ﹤0.01%
125
-30
1539
$3.87K ﹤0.01%
+53
1540
$3.87K ﹤0.01%
+23
1541
$3.85K ﹤0.01%
+38
1542
$3.85K ﹤0.01%
196
1543
$3.84K ﹤0.01%
17
+10
1544
$3.84K ﹤0.01%
75
1545
$3.78K ﹤0.01%
75
1546
$3.71K ﹤0.01%
15
+4
1547
$3.71K ﹤0.01%
95
+1
1548
$3.7K ﹤0.01%
54
1549
$3.66K ﹤0.01%
50
1550
$3.66K ﹤0.01%
59
60 61
62
63 64