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
201
$962K 0.08%
8,695
+449
202
$961K 0.08%
10,460
+1,218
203
$952K 0.08%
12,689
+1,235
204
$942K 0.08%
9,012
-1,848
205
$926K 0.07%
15,276
-47
206
$916K 0.07%
26,859
+2,179
207
$913K 0.07%
6,180
-177
208
$909K 0.07%
22,767
+1,587
209
$902K 0.07%
10,437
+725
210
$901K 0.07%
3,623
-7
211
$889K 0.07%
64,181
+1,106
212
$871K 0.07%
17,520
-650
213
$870K 0.07%
28,268
+18,021
214
$865K 0.07%
10,923
+516
215
$863K 0.07%
29,320
-1,369
216
$845K 0.07%
8,538
-4,367
217
$840K 0.07%
4,011
+23
218
$833K 0.07%
843
-5
219
$831K 0.07%
4,961
+445
220
$811K 0.06%
4,615
-13
221
$810K 0.06%
5,790
+37
222
$792K 0.06%
6,647
+546
223
$783K 0.06%
16,528
-237
224
$781K 0.06%
18,374
-374
225
$779K 0.06%
3,853
+45
7 8
9
10 11