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
1876
$618 ﹤0.01%
+27
1877
$605 ﹤0.01%
3
-3
1878
$601 ﹤0.01%
65
1879
$598 ﹤0.01%
+7
1880
$596 ﹤0.01%
5
-5
1881
$596 ﹤0.01%
18
-16
1882
$593 ﹤0.01%
+14
1883
$592 ﹤0.01%
5
1884
$592 ﹤0.01%
17
-16
1885
$590 ﹤0.01%
+73
1886
$587 ﹤0.01%
+2
1887
$586 ﹤0.01%
+6
1888
$582 ﹤0.01%
32
1889
$577 ﹤0.01%
+21
1890
$575 ﹤0.01%
+4
1891
$575 ﹤0.01%
+8
1892
$574 ﹤0.01%
+5
1893
$571 ﹤0.01%
+26
1894
$567 ﹤0.01%
+20
1895
$565 ﹤0.01%
11
-11
1896
$565 ﹤0.01%
+5
1897
$558 ﹤0.01%
+17
1898
$553 ﹤0.01%
+16
1899
$553 ﹤0.01%
3
1900
$552 ﹤0.01%
+8
74 75
76
77 78