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
1801
$904 ﹤0.01%
400
1802
$899 ﹤0.01%
+34
1803
$898 ﹤0.01%
100
1804
$897 ﹤0.01%
+26
1805
$893 ﹤0.01%
+13
1806
$892 ﹤0.01%
+34
1807
$892 ﹤0.01%
637
1808
$890 ﹤0.01%
47
+1
1809
$889 ﹤0.01%
12
1810
$884 ﹤0.01%
+21
1811
$877 ﹤0.01%
+21
1812
$867 ﹤0.01%
+37
1813
$867 ﹤0.01%
5
-5
1814
$866 ﹤0.01%
+6
1815
$854 ﹤0.01%
+3
1816
$848 ﹤0.01%
+24
1817
$845 ﹤0.01%
+11
1818
$842 ﹤0.01%
11
1819
$839 ﹤0.01%
10
-15
1820
$838 ﹤0.01%
+8
1821
$837 ﹤0.01%
+20
1822
$833 ﹤0.01%
27
-27
1823
$833 ﹤0.01%
+5
1824
$822 ﹤0.01%
29
+5
1825
$818 ﹤0.01%
+48
71 72
73
74 75