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
1701
$1.64K ﹤0.01%
+54
1702
$1.63K ﹤0.01%
100
1703
$1.63K ﹤0.01%
+26
1704
$1.63K ﹤0.01%
13
+1
1705
$1.6K ﹤0.01%
+8
1706
$1.59K ﹤0.01%
+64
1707
$1.58K ﹤0.01%
+17
1708
$1.57K ﹤0.01%
+55
1709
$1.55K ﹤0.01%
29
+14
1710
$1.55K ﹤0.01%
56
-88
1711
$1.53K ﹤0.01%
60
1712
$1.53K ﹤0.01%
7
-1
1713
$1.5K ﹤0.01%
7
1714
$1.5K ﹤0.01%
25
-85
1715
$1.5K ﹤0.01%
+9
1716
$1.49K ﹤0.01%
+20
1717
$1.47K ﹤0.01%
+30
1718
$1.46K ﹤0.01%
+42
1719
$1.46K ﹤0.01%
5
-2
1720
$1.46K ﹤0.01%
21
1721
$1.45K ﹤0.01%
146
1722
$1.42K ﹤0.01%
300
1723
$1.4K ﹤0.01%
13
1724
$1.36K ﹤0.01%
+7
1725
$1.35K ﹤0.01%
23
67 68
69
70 71