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
301
$92K 0.03%
1,376
-624
302
$92K 0.03%
+285
303
$91K 0.03%
2,923
+1,100
304
$91K 0.03%
+1,111
305
$91K 0.03%
942
+887
306
$90K 0.03%
4,792
+2,392
307
$90K 0.03%
+36,903
308
$90K 0.03%
+643
309
$89K 0.03%
1,511
+175
310
$89K 0.03%
+1,126
311
$87K 0.03%
1,908
-219
312
$87K 0.03%
+1,860
313
$87K 0.03%
+886
314
$87K 0.03%
3,458
+1,420
315
$86K 0.03%
+1,359
316
$86K 0.03%
+432
317
$84K 0.03%
324
+250
318
$84K 0.03%
+7,707
319
$84K 0.03%
3,423
-4,945
320
$84K 0.03%
+1,429
321
$82K 0.02%
2,197
+1,303
322
$81K 0.02%
+883
323
$81K 0.02%
+1,346
324
$81K 0.02%
+1,609
325
$80K 0.02%
1,018
+448
11 12
13
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