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
2026
$91 ﹤0.01%
+5
2027
$91 ﹤0.01%
6
2028
$81 ﹤0.01%
16
+1
2029
$77 ﹤0.01%
12
2030
$66 ﹤0.01%
100
-10
2031
$59 ﹤0.01%
7
2032
$58 ﹤0.01%
+5
2033
$57 ﹤0.01%
4
2034
$50 ﹤0.01%
3
-6
2035
$48 ﹤0.01%
1
-4
2036
$42 ﹤0.01%
2
2037
$41 ﹤0.01%
3
2038
$41 ﹤0.01%
2
2039
$41 ﹤0.01%
+4
2040
$37 ﹤0.01%
56
2041
$29 ﹤0.01%
10
2042
$22 ﹤0.01%
1
2043
$21 ﹤0.01%
23
-75
2044
$21 ﹤0.01%
1
2045
$21 ﹤0.01%
10
2046
$12 ﹤0.01%
2
2047
$5 ﹤0.01%
+4
2048
– –
0
2049
$1 ﹤0.01%
+2
2050
– –
-52
80 81
82
83 84