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
1676
$1.9K ﹤0.01%
+66
1677
$1.89K ﹤0.01%
202
-153
1678
$1.89K ﹤0.01%
62
1679
$1.88K ﹤0.01%
+29
1680
$1.85K ﹤0.01%
94
1681
$1.85K ﹤0.01%
+69
1682
$1.83K ﹤0.01%
11
+1
1683
$1.82K ﹤0.01%
53
+1
1684
$1.81K ﹤0.01%
+90
1685
$1.81K ﹤0.01%
209
1686
$1.8K ﹤0.01%
75
-61
1687
$1.8K ﹤0.01%
97
1688
$1.79K ﹤0.01%
+67
1689
$1.78K ﹤0.01%
+13
1690
$1.77K ﹤0.01%
+111
1691
$1.75K ﹤0.01%
100
1692
$1.7K ﹤0.01%
3
-4
1693
$1.69K ﹤0.01%
+32
1694
$1.69K ﹤0.01%
39
1695
$1.68K ﹤0.01%
26
+25
1696
$1.67K ﹤0.01%
+14
1697
$1.66K ﹤0.01%
13
1698
$1.65K ﹤0.01%
+23
1699
$1.64K ﹤0.01%
+39
1700
$1.64K ﹤0.01%
+30
66 67
68
69 70