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
326
$80K 0.02%
1,044
+92
327
$79K 0.02%
1,291
+12
328
$79K 0.02%
+2,234
329
$79K 0.02%
1,630
330
$79K 0.02%
+732
331
$79K 0.02%
+857
332
$78K 0.02%
+325
333
$78K 0.02%
+654
334
$78K 0.02%
12,761
-2,722
335
$78K 0.02%
5,545
+5,195
336
$78K 0.02%
+3,055
337
$77K 0.02%
4,445
+185
338
$77K 0.02%
8,600
+8,000
339
$76K 0.02%
1,321
+1,220
340
$76K 0.02%
565
+500
341
$75K 0.02%
+291
342
$75K 0.02%
194
+124
343
$75K 0.02%
9,470
+8,210
344
$75K 0.02%
1,101
+486
345
$74K 0.02%
+201
346
$74K 0.02%
+423
347
$74K 0.02%
2,051
+1,526
348
$74K 0.02%
1,630
+1,250
349
$74K 0.02%
748
+648
350
$73K 0.02%
+599
12 13
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