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
276
$107K 0.03%
+2,309
277
$107K 0.03%
1,908
-72
278
$107K 0.03%
989
+785
279
$105K 0.03%
3,152
+49
280
$104K 0.03%
+7,201
281
$104K 0.03%
+4,478
282
$102K 0.03%
533
+483
283
$102K 0.03%
3,434
+113
284
$101K 0.03%
4,352
+3,032
285
$101K 0.03%
3,031
+2,931
286
$101K 0.03%
2,897
+1,684
287
$99K 0.03%
+228
288
$99K 0.03%
+9,809
289
$99K 0.03%
+1,640
290
$99K 0.03%
1,608
-1,975
291
$98K 0.03%
269
+230
292
$98K 0.03%
+1,972
293
$97K 0.03%
13,888
+12,938
294
$97K 0.03%
+4,066
295
$96K 0.03%
+1,730
296
$96K 0.03%
+1,253
297
$96K 0.03%
+3,430
298
$95K 0.03%
+3,470
299
$95K 0.03%
1,325
+1,255
300
$95K 0.03%
+3,216
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