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

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