CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
2101
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2102
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-95
2103
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0
2104
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-24
2105
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2106
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-69
2107
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-4
2108
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-1
2109
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-3
2110
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0
2111
– –
-5,450
2112
– –
-3,900
2113
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-24
2114
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2115
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-6
2116
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2117
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-23
2118
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2119
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-305
2120
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-150
2121
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2122
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-24
2123
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-10
2124
– –
-557
2125
– –
-16
82 83 84
85
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