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
1651
$2.13K ﹤0.01%
+25
1652
$2.12K ﹤0.01%
8
-72
1653
$2.12K ﹤0.01%
+139
1654
$2.11K ﹤0.01%
50
1655
$2.1K ﹤0.01%
241
-11
1656
$2.09K ﹤0.01%
78
+48
1657
$2.07K ﹤0.01%
+38
1658
$2.07K ﹤0.01%
+178
1659
$2.05K ﹤0.01%
97
1660
$2.05K ﹤0.01%
20
1661
$2.04K ﹤0.01%
13
1662
$2.03K ﹤0.01%
+89
1663
$2.02K ﹤0.01%
84
+1
1664
$2.02K ﹤0.01%
+13
1665
$2.02K ﹤0.01%
35
1666
$2.02K ﹤0.01%
9
+3
1667
$2.01K ﹤0.01%
115
1668
$2.01K ﹤0.01%
30
1669
$1.99K ﹤0.01%
60
-38
1670
$1.98K ﹤0.01%
+33
1671
$1.98K ﹤0.01%
+92
1672
$1.97K ﹤0.01%
26
1673
$1.94K ﹤0.01%
+47
1674
$1.93K ﹤0.01%
80
1675
$1.91K ﹤0.01%
+700
65 66
67
68 69