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
1576
$3.31K ﹤0.01%
152
1577
$3.29K ﹤0.01%
118
+5
1578
$3.29K ﹤0.01%
36
-11
1579
$3.22K ﹤0.01%
+98
1580
$3.22K ﹤0.01%
150
1581
$3.2K ﹤0.01%
100
1582
$3.17K ﹤0.01%
101
+1
1583
$3.15K ﹤0.01%
21
-64
1584
$3.15K ﹤0.01%
+9
1585
$3.13K ﹤0.01%
78
-116
1586
$3.1K ﹤0.01%
+48
1587
$3.09K ﹤0.01%
106
1588
$3.09K ﹤0.01%
64
1589
$3.09K ﹤0.01%
70
1590
$3.09K ﹤0.01%
+70
1591
$3.08K ﹤0.01%
+31
1592
$3.05K ﹤0.01%
131
1593
$3.05K ﹤0.01%
64
-10
1594
$3.04K ﹤0.01%
104
+1
1595
$3.03K ﹤0.01%
+254
1596
$3.02K ﹤0.01%
42
+19
1597
$3.02K ﹤0.01%
+33
1598
$2.99K ﹤0.01%
96
1599
$2.98K ﹤0.01%
80
1600
$2.96K ﹤0.01%
75
62 63
64
65 66