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
1601
$2.96K ﹤0.01%
21
+1
1602
$2.95K ﹤0.01%
35
+11
1603
$2.92K ﹤0.01%
117
+66
1604
$2.91K ﹤0.01%
167
1605
$2.9K ﹤0.01%
35
1606
$2.89K ﹤0.01%
46
-1
1607
$2.88K ﹤0.01%
37
1608
$2.84K ﹤0.01%
117
1609
$2.84K ﹤0.01%
+59
1610
$2.84K ﹤0.01%
45
+11
1611
$2.81K ﹤0.01%
+13
1612
$2.8K ﹤0.01%
100
1613
$2.79K ﹤0.01%
54
1614
$2.78K ﹤0.01%
68
+5
1615
$2.75K ﹤0.01%
+88
1616
$2.73K ﹤0.01%
45
+2
1617
$2.73K ﹤0.01%
27
1618
$2.7K ﹤0.01%
55
1619
$2.7K ﹤0.01%
+24
1620
$2.69K ﹤0.01%
+4
1621
$2.67K ﹤0.01%
+42
1622
$2.62K ﹤0.01%
79
1623
$2.62K ﹤0.01%
116
+16
1624
$2.6K ﹤0.01%
25
1625
$2.6K ﹤0.01%
200
63 64
65
66 67