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CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
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
+$6.73M
2
+$3.88M
3
+$3.54M
4
VTV icon
Vanguard Value ETF
VTV
+$2.41M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.34M

Top Sells

1
+$5.43M
2
+$3.91M
3
+$2.11M
4
NRG icon
NRG Energy
NRG
+$1.58M
5
FTGS icon
First Trust Growth Strength ETF
FTGS
+$1.4M

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
2076
– –
-200
2077
– –
-52
2078
– –
0
2079
– –
0
2080
– –
-64
2081
– –
-11
2082
– –
-56
2083
– –
-378
2084
– –
-200
2085
– –
-25
2086
– –
-23,190
2087
– –
-1
2088
– –
-985
2089
– –
-40
2090
– –
0
2091
– –
0
2092
– –
-111
2093
– –
-95
2094
– –
0
2095
– –
-24
2096
– –
-106
2097
– –
-69
2098
– –
-4
2099
– –
-1
2100
– –
-3
82 83
84
85 86