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
1901
$552 ﹤0.01%
15
1902
$533 ﹤0.01%
86
1903
$533 ﹤0.01%
11
1904
$528 ﹤0.01%
+16
1905
$528 ﹤0.01%
14
-287
1906
$522 ﹤0.01%
+13
1907
$521 ﹤0.01%
+7
1908
$514 ﹤0.01%
61
1909
$511 ﹤0.01%
+4
1910
$511 ﹤0.01%
+39
1911
$508 ﹤0.01%
+29
1912
$501 ﹤0.01%
+10
1913
$494 ﹤0.01%
+7
1914
$492 ﹤0.01%
3
-3
1915
$486 ﹤0.01%
+13
1916
$481 ﹤0.01%
+5
1917
$474 ﹤0.01%
6
1918
$463 ﹤0.01%
+5
1919
$453 ﹤0.01%
+12
1920
$446 ﹤0.01%
10
1921
$442 ﹤0.01%
+2
1922
$440 ﹤0.01%
+2
1923
$435 ﹤0.01%
16
1924
$433 ﹤0.01%
5
1925
$427 ﹤0.01%
+5
75 76
77
78 79