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
1751
$1.19K ﹤0.01%
+27
1752
$1.18K ﹤0.01%
52
1753
$1.17K ﹤0.01%
+10
1754
$1.15K ﹤0.01%
20
-202
1755
$1.15K ﹤0.01%
+205
1756
$1.14K ﹤0.01%
75
-182
1757
$1.11K ﹤0.01%
60
+4
1758
$1.1K ﹤0.01%
7
-7
1759
$1.1K ﹤0.01%
8
-6
1760
$1.1K ﹤0.01%
+10
1761
$1.09K ﹤0.01%
+27
1762
$1.06K ﹤0.01%
+47
1763
$1.06K ﹤0.01%
9
-8
1764
$1.06K ﹤0.01%
+42
1765
$1.06K ﹤0.01%
+4
1766
$1.05K ﹤0.01%
+26
1767
$1.05K ﹤0.01%
46
1768
$1.05K ﹤0.01%
10
-10
1769
$1.05K ﹤0.01%
+17
1770
$1.05K ﹤0.01%
1,500
1771
$1.05K ﹤0.01%
+29
1772
$1.04K ﹤0.01%
+48
1773
$1.02K ﹤0.01%
39
-46
1774
$999 ﹤0.01%
26
1775
$993 ﹤0.01%
+33
69 70
71
72 73