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
351
$328K 0.03%
15,119
+2,735
352
$328K 0.03%
10,247
+3,914
353
$326K 0.03%
5,801
-141
354
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1,128
+348
355
$324K 0.03%
6,587
+186
356
$323K 0.03%
8,650
-200
357
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2,096
-179
358
$317K 0.03%
2,740
+707
359
$317K 0.03%
8,100
360
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3,166
+368
361
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2,828
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362
$311K 0.03%
6,058
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363
$310K 0.03%
1,536
+201
364
$309K 0.03%
38,573
-971
365
$308K 0.03%
11,594
-1,406
366
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4,464
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368
$302K 0.02%
9,674
-7,907
369
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1,369
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370
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4,535
-717
371
$290K 0.02%
13,768
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372
$288K 0.02%
16,276
+457
373
$284K 0.02%
11,653
+123
374
$284K 0.02%
539
+28
375
$284K 0.02%
769
-3
13 14
15
16 17