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
$330M
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,262
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$3.83M
3
+$3.53M
4
VTV icon
Vanguard Value ETF
VTV
+$3.2M
5
AAPL icon
Apple
AAPL
+$3.1M

Top Sells

1
+$1M
2
+$763K
3
+$572K
4
FVC icon
First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
+$319K
5
ETN icon
Eaton
ETN
+$244K

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
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