CFD

Creative Financial Designs Portfolio holdings

AUM $1.39B
1-Year Est. Return 10.76%
This Quarter Est. Return
1 Year Est. Return
+10.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$330M
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,262
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$3.83M
3
+$3.53M
4
VTV icon
Vanguard Value ETF
VTV
+$3.2M
5
AAPL icon
Apple
AAPL
+$3.1M

Top Sells

1
+$1M
2
+$763K
3
+$572K
4
FVC icon
First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
+$319K
5
ETN icon
Eaton
ETN
+$244K

Sector Composition

1 Technology 5.13%
2 Consumer Discretionary 3.82%
3 Industrials 3.11%
4 Financials 2.61%
5 Consumer Staples 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$159K 0.05%
+936
227
$155K 0.05%
+892
228
$155K 0.05%
3,151
+1,314
229
$154K 0.05%
+18,204
230
$154K 0.05%
3,039
-4,556
231
$152K 0.05%
1,127
+163
232
$150K 0.05%
2,416
+1,796
233
$148K 0.04%
+1,341
234
$144K 0.04%
+1,069
235
$142K 0.04%
+476
236
$142K 0.04%
1,544
237
$141K 0.04%
3,544
+3,361
238
$141K 0.04%
+721
239
$141K 0.04%
+2,135
240
$140K 0.04%
726
+243
241
$139K 0.04%
970
+795
242
$136K 0.04%
5,850
+5,619
243
$134K 0.04%
+3,772
244
$131K 0.04%
3,086
+69
245
$131K 0.04%
518
+135
246
$130K 0.04%
2,784
+1,962
247
$129K 0.04%
685
+28
248
$129K 0.04%
1,728
+1,545
249
$129K 0.04%
1,228
+1,058
250
$128K 0.04%
487
+43
8 9
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