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
1976
$208 ﹤0.01%
+1
1977
$204 ﹤0.01%
4
1978
$202 ﹤0.01%
4
-12
1979
$198 ﹤0.01%
3
1980
$198 ﹤0.01%
+1
1981
$197 ﹤0.01%
17
1982
$194 ﹤0.01%
+10
1983
$193 ﹤0.01%
+6
1984
$193 ﹤0.01%
10
1985
$193 ﹤0.01%
+5
1986
$181 ﹤0.01%
+10
1987
$181 ﹤0.01%
+5
1988
$180 ﹤0.01%
120
-32
1989
$179 ﹤0.01%
17
1990
$178 ﹤0.01%
+1
1991
$177 ﹤0.01%
10
1992
$175 ﹤0.01%
+1
1993
$171 ﹤0.01%
+1
1994
$169 ﹤0.01%
+2
1995
$168 ﹤0.01%
+1
1996
$161 ﹤0.01%
+5
1997
$160 ﹤0.01%
+1
1998
$160 ﹤0.01%
+1
1999
$158 ﹤0.01%
+5
2000
$158 ﹤0.01%
+1
78 79
80
81 82