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
1851
$722 ﹤0.01%
+21
1852
$717 ﹤0.01%
17
1853
$716 ﹤0.01%
+2
1854
$706 ﹤0.01%
+17
1855
$703 ﹤0.01%
+7
1856
$698 ﹤0.01%
17
1857
$696 ﹤0.01%
4
-463
1858
$691 ﹤0.01%
12
-10
1859
$690 ﹤0.01%
+2
1860
$683 ﹤0.01%
7
1861
$682 ﹤0.01%
+31
1862
$679 ﹤0.01%
6
-6
1863
$678 ﹤0.01%
15
1864
$676 ﹤0.01%
44
1865
$676 ﹤0.01%
200
1866
$676 ﹤0.01%
2
-5
1867
$673 ﹤0.01%
19
-17
1868
$644 ﹤0.01%
+21
1869
$642 ﹤0.01%
6
1870
$638 ﹤0.01%
+13
1871
$635 ﹤0.01%
12
-183
1872
$632 ﹤0.01%
+11
1873
$632 ﹤0.01%
29
-26
1874
$624 ﹤0.01%
12
-93
1875
$623 ﹤0.01%
10
+5
73 74
75
76 77