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
1551
$3.65K ﹤0.01%
447
1552
$3.65K ﹤0.01%
51
-33
1553
$3.62K ﹤0.01%
950
1554
$3.6K ﹤0.01%
10
1555
$3.58K ﹤0.01%
+183
1556
$3.58K ﹤0.01%
+27
1557
$3.57K ﹤0.01%
3,000
1558
$3.54K ﹤0.01%
+37
1559
$3.52K ﹤0.01%
101
+5
1560
$3.51K ﹤0.01%
37
+32
1561
$3.5K ﹤0.01%
66
1562
$3.49K ﹤0.01%
+79
1563
$3.48K ﹤0.01%
95
1564
$3.45K ﹤0.01%
100
1565
$3.45K ﹤0.01%
94
+22
1566
$3.44K ﹤0.01%
142
1567
$3.44K ﹤0.01%
46
1568
$3.43K ﹤0.01%
+156
1569
$3.41K ﹤0.01%
100
1570
$3.41K ﹤0.01%
44
1571
$3.37K ﹤0.01%
112
1572
$3.37K ﹤0.01%
+76
1573
$3.36K ﹤0.01%
20
1574
$3.34K ﹤0.01%
35
-15,576
1575
$3.32K ﹤0.01%
+52
61 62
63
64 65