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
$1.23B
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,875
New
Increased
Reduced
Closed

Top Buys

1
+$36.1M
2
+$11.7M
3
+$11.7M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$9.02M
5
PTNQ icon
Pacer Trendpilot 100 ETF
PTNQ
+$6.38M

Top Sells

1
+$10.8M
2
+$10.6M
3
+$6.58M
4
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$5.81M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$5.74M

Sector Composition

1 Technology 5.05%
2 Financials 2.46%
3 Industrials 2.42%
4 Consumer Discretionary 2.42%
5 Healthcare 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$446K 0.04%
5,042
+49
302
$441K 0.04%
8,488
+3,711
303
$437K 0.04%
3,628
+73
304
$436K 0.04%
5,184
-389
305
$436K 0.04%
744
-65
306
$435K 0.04%
760
+36
307
$434K 0.04%
7,263
-1,625
308
$426K 0.03%
22,598
+2,194
309
$426K 0.03%
16,171
+1,880
310
$424K 0.03%
13,488
311
$423K 0.03%
11,034
+440
312
$417K 0.03%
+35,200
313
$417K 0.03%
2,347
-75
314
$415K 0.03%
13,190
+9,280
315
$410K 0.03%
4,408
+4,284
316
$408K 0.03%
8,923
+86
317
$404K 0.03%
7,945
+5,288
318
$394K 0.03%
1,130
-18
319
$391K 0.03%
4,395
-199
320
$390K 0.03%
438
+39
321
$389K 0.03%
13,167
+10,671
322
$388K 0.03%
9,175
323
$387K 0.03%
13,601
+3,372
324
$379K 0.03%
7,774
+37
325
$379K 0.03%
14,822
-610
11 12
13
14 15