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
$330M
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,262
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$3.49M
3
+$3.32M
4
VTV icon
Vanguard Value ETF
VTV
+$3.15M
5
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$2.72M

Top Sells

1
+$1.01M
2
+$719K
3
+$534K
4
FVC icon
First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
+$308K
5
DWPP
First Trust Dorsey Wright People's Portfolio ETF
DWPP
+$235K

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
251
$127K 0.04%
2,935
+785
252
$126K 0.04%
750
+650
253
$121K 0.04%
+1,003
254
$119K 0.04%
688
+451
255
$119K 0.04%
3,165
+1,556
256
$118K 0.04%
+4,500
257
$118K 0.04%
1,603
+217
258
$118K 0.04%
+3,942
259
$117K 0.04%
+4,676
260
$117K 0.04%
+4,800
261
$117K 0.04%
2,616
-352
262
$115K 0.03%
2,139
263
$115K 0.03%
2,225
+1,265
264
$114K 0.03%
+806
265
$114K 0.03%
731
+259
266
$113K 0.03%
1,680
+4
267
$112K 0.03%
2,521
+2,389
268
$112K 0.03%
6,578
+4,183
269
$112K 0.03%
1,432
+1,059
270
$112K 0.03%
381
+138
271
$111K 0.03%
1,345
+887
272
$111K 0.03%
+3,474
273
$110K 0.03%
2,748
+882
274
$108K 0.03%
2,050
+1,950
275
$108K 0.03%
2,770
+10
9 10
11
12 13