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
151
$1.41M 0.11%
52,329
+1,473
152
$1.41M 0.11%
63,667
-2,838
153
$1.39M 0.11%
21,722
-408
154
$1.38M 0.11%
12,639
+3,099
155
$1.37M 0.11%
31,595
-4,978
156
$1.37M 0.11%
25,011
-4,542
157
$1.35M 0.11%
59,414
-14,247
158
$1.35M 0.11%
13,060
+2,150
159
$1.34M 0.11%
11,234
-69
160
$1.33M 0.11%
14,355
+1,099
161
$1.31M 0.1%
9,984
-2,633
162
$1.31M 0.1%
4,793
+50
163
$1.3M 0.1%
43,526
+769
164
$1.29M 0.1%
4,387
+366
165
$1.27M 0.1%
15,533
-11,089
166
$1.26M 0.1%
11,101
+717
167
$1.25M 0.1%
+24,613
168
$1.24M 0.1%
20,655
-846
169
$1.24M 0.1%
23,660
+1,322
170
$1.22M 0.1%
15,041
-189
171
$1.21M 0.1%
4,928
-26
172
$1.19M 0.1%
7,966
-11
173
$1.19M 0.1%
6,249
+228
174
$1.18M 0.09%
11,037
+626
175
$1.18M 0.09%
73,984
-2,381
5 6
7
8 9