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
1626
$2.59K ﹤0.01%
96
1627
$2.58K ﹤0.01%
26
1628
$2.57K ﹤0.01%
1,200
-70
1629
$2.56K ﹤0.01%
+228
1630
$2.52K ﹤0.01%
122
1631
$2.49K ﹤0.01%
+101
1632
$2.47K ﹤0.01%
48
-285
1633
$2.45K ﹤0.01%
90
+50
1634
$2.44K ﹤0.01%
+249
1635
$2.39K ﹤0.01%
+34
1636
$2.38K ﹤0.01%
+95
1637
$2.38K ﹤0.01%
+83
1638
$2.38K ﹤0.01%
+12
1639
$2.36K ﹤0.01%
68
1640
$2.35K ﹤0.01%
54
-151
1641
$2.35K ﹤0.01%
29
-111
1642
$2.35K ﹤0.01%
+35
1643
$2.34K ﹤0.01%
+96
1644
$2.33K ﹤0.01%
+29
1645
$2.27K ﹤0.01%
+80
1646
$2.27K ﹤0.01%
+44
1647
$2.26K ﹤0.01%
312
+262
1648
$2.26K ﹤0.01%
+15
1649
$2.2K ﹤0.01%
+75
1650
$2.17K ﹤0.01%
24
+6
64 65
66
67 68