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
1926
$422 ﹤0.01%
5
-76
1927
$419 ﹤0.01%
56
1928
$415 ﹤0.01%
+5
1929
$415 ﹤0.01%
+2
1930
$408 ﹤0.01%
+2
1931
$401 ﹤0.01%
5
-14
1932
$401 ﹤0.01%
+5
1933
$396 ﹤0.01%
5
-15
1934
$395 ﹤0.01%
+2
1935
$391 ﹤0.01%
+10
1936
$382 ﹤0.01%
126
1937
$381 ﹤0.01%
+13
1938
$380 ﹤0.01%
48
1939
$377 ﹤0.01%
6
-5
1940
$371 ﹤0.01%
+10
1941
$359 ﹤0.01%
+17
1942
$357 ﹤0.01%
+5
1943
$354 ﹤0.01%
+4
1944
$354 ﹤0.01%
+5
1945
$351 ﹤0.01%
260
-240
1946
$345 ﹤0.01%
+5
1947
$327 ﹤0.01%
1
-5
1948
$323 ﹤0.01%
27
1949
$322 ﹤0.01%
+1
1950
$322 ﹤0.01%
+14
76 77
78
79 80