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
1726
$1.35K ﹤0.01%
+22
1727
$1.34K ﹤0.01%
+173
1728
$1.33K ﹤0.01%
1
1729
$1.32K ﹤0.01%
10
1730
$1.32K ﹤0.01%
50
1731
$1.29K ﹤0.01%
+29
1732
$1.29K ﹤0.01%
3,800
1733
$1.29K ﹤0.01%
80
1734
$1.29K ﹤0.01%
+30
1735
$1.28K ﹤0.01%
200
+100
1736
$1.27K ﹤0.01%
+44
1737
$1.26K ﹤0.01%
1,100
1738
$1.25K ﹤0.01%
+238
1739
$1.24K ﹤0.01%
25
1740
$1.24K ﹤0.01%
40
1741
$1.23K ﹤0.01%
99
-145
1742
$1.23K ﹤0.01%
41
+12
1743
$1.23K ﹤0.01%
7
-9
1744
$1.22K ﹤0.01%
+16
1745
$1.22K ﹤0.01%
+4
1746
$1.21K ﹤0.01%
50
1747
$1.21K ﹤0.01%
18
1748
$1.2K ﹤0.01%
100
1749
$1.19K ﹤0.01%
18
1750
$1.19K ﹤0.01%
23
-3
68 69
70
71 72