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
1951
$322 ﹤0.01%
+33
1952
$307 ﹤0.01%
+5
1953
$302 ﹤0.01%
+5
1954
$297 ﹤0.01%
+16
1955
$293 ﹤0.01%
+5
1956
$283 ﹤0.01%
+5
1957
$280 ﹤0.01%
25
1958
$274 ﹤0.01%
+2
1959
$272 ﹤0.01%
13
1960
$270 ﹤0.01%
+1
1961
$261 ﹤0.01%
+12
1962
$260 ﹤0.01%
+5
1963
$258 ﹤0.01%
5
1964
$253 ﹤0.01%
2
-98
1965
$250 ﹤0.01%
+112
1966
$247 ﹤0.01%
31
1967
$238 ﹤0.01%
+1
1968
$234 ﹤0.01%
+1
1969
$234 ﹤0.01%
1
-11
1970
$229 ﹤0.01%
+34
1971
$227 ﹤0.01%
+6
1972
$226 ﹤0.01%
5
-735
1973
$226 ﹤0.01%
+5
1974
$211 ﹤0.01%
1
-13
1975
$210 ﹤0.01%
+1
77 78
79
80 81