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
1776
$985 ﹤0.01%
18
-16
1777
$982 ﹤0.01%
+49
1778
$979 ﹤0.01%
375
1779
$976 ﹤0.01%
32
+5
1780
$967 ﹤0.01%
+20
1781
$966 ﹤0.01%
+20
1782
$966 ﹤0.01%
20
1783
$953 ﹤0.01%
6
1784
$953 ﹤0.01%
+4
1785
$951 ﹤0.01%
5
-6
1786
$951 ﹤0.01%
9
-10
1787
$948 ﹤0.01%
10
-10
1788
$946 ﹤0.01%
+39
1789
$946 ﹤0.01%
11
-12
1790
$942 ﹤0.01%
+21
1791
$939 ﹤0.01%
+28
1792
$939 ﹤0.01%
+24
1793
$937 ﹤0.01%
+5
1794
$932 ﹤0.01%
+16
1795
$931 ﹤0.01%
+147
1796
$920 ﹤0.01%
+18
1797
$919 ﹤0.01%
+14
1798
$918 ﹤0.01%
286
1799
$918 ﹤0.01%
+13
1800
$913 ﹤0.01%
115
70 71
72
73 74