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
176
$1.17M 0.09%
26,041
-792
177
$1.17M 0.09%
1,238
-35
178
$1.17M 0.09%
43,819
+88
179
$1.16M 0.09%
13,871
+3,053
180
$1.15M 0.09%
10,917
+480
181
$1.14M 0.09%
48,794
-9,506
182
$1.12M 0.09%
9,965
-264
183
$1.12M 0.09%
47,948
+513
184
$1.12M 0.09%
981,815
-2,287
185
$1.1M 0.09%
10,952
-4,983
186
$1.09M 0.09%
5,288
+1,607
187
$1.07M 0.09%
15,676
+15,245
188
$1.06M 0.08%
38,595
-325
189
$1.06M 0.08%
4,542
+96
190
$1.04M 0.08%
36,843
-16,053
191
$1.03M 0.08%
11,188
-1,097
192
$1.01M 0.08%
23,634
+1,149
193
$1M 0.08%
41,232
+15,119
194
$1,000K 0.08%
35,185
+14,235
195
$994K 0.08%
1,635
-43
196
$993K 0.08%
11,770
+126
197
$989K 0.08%
7,804
+543
198
$987K 0.08%
2,209
-2,270
199
$977K 0.08%
3,555
-474
200
$967K 0.08%
12,946
+1,913
6 7
8
9 10