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
1826
$815 ﹤0.01%
23
-22
1827
$811 ﹤0.01%
33
1828
$809 ﹤0.01%
5
-5
1829
$807 ﹤0.01%
+21
1830
$804 ﹤0.01%
+7
1831
$803 ﹤0.01%
18
-16
1832
$799 ﹤0.01%
19
-176
1833
$795 ﹤0.01%
+9
1834
$779 ﹤0.01%
18
-110
1835
$764 ﹤0.01%
+39
1836
$763 ﹤0.01%
14
-86
1837
$759 ﹤0.01%
80
1838
$757 ﹤0.01%
+26
1839
$754 ﹤0.01%
105
1840
$753 ﹤0.01%
23
1841
$751 ﹤0.01%
10
1842
$751 ﹤0.01%
+9
1843
$750 ﹤0.01%
44
+5
1844
$743 ﹤0.01%
+9
1845
$742 ﹤0.01%
24
-1,766
1846
$737 ﹤0.01%
+2
1847
$737 ﹤0.01%
4
-3
1848
$733 ﹤0.01%
+16
1849
$730 ﹤0.01%
+21
1850
$727 ﹤0.01%
45
72 73
74
75 76