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
376
$65K 0.02%
1,085
+585
377
$65K 0.02%
+2,328
378
$65K 0.02%
745
+70
379
$65K 0.02%
+2,160
380
$64K 0.02%
1,632
+468
381
$64K 0.02%
+848
382
$64K 0.02%
+923
383
$64K 0.02%
+1,000
384
$64K 0.02%
+1,389
385
$63K 0.02%
1,113
+96
386
$63K 0.02%
6,920
+6,655
387
$63K 0.02%
654
+423
388
$62K 0.02%
+521
389
$61K 0.02%
4,748
+4,023
390
$61K 0.02%
+379
391
$61K 0.02%
547
+321
392
$61K 0.02%
3,445
+47
393
$60K 0.02%
+882
394
$60K 0.02%
3,633
+416
395
$60K 0.02%
+3,351
396
$58K 0.02%
975
-9,610
397
$58K 0.02%
+303
398
$58K 0.02%
1,690
+717
399
$58K 0.02%
+503
400
$57K 0.02%
1,040
+4
14 15
16
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