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
351
$73K 0.02%
+1,339
352
$73K 0.02%
+1,475
353
$72K 0.02%
+2,944
354
$72K 0.02%
+1,066
355
$72K 0.02%
+784
356
$72K 0.02%
928
-90
357
$71K 0.02%
2,083
+1,458
358
$71K 0.02%
+387
359
$71K 0.02%
+8,139
360
$70K 0.02%
+260
361
$70K 0.02%
+20,388
362
$69K 0.02%
6,746
-275
363
$69K 0.02%
1,800
+1,200
364
$69K 0.02%
2,252
+2,102
365
$68K 0.02%
+3,047
366
$67K 0.02%
528
+203
367
$67K 0.02%
463
+346
368
$67K 0.02%
+539
369
$67K 0.02%
+7,061
370
$66K 0.02%
+2,400
371
$66K 0.02%
+379
372
$66K 0.02%
+495
373
$66K 0.02%
+1,724
374
$65K 0.02%
1,075
+625
375
$65K 0.02%
+1,429
13 14
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