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
376
$283K 0.02%
8,630
+1,159
377
$279K 0.02%
1,621
+1,199
378
$278K 0.02%
+11,239
379
$272K 0.02%
2,438
+52
380
$270K 0.02%
7,889
+674
381
$270K 0.02%
1,668
+114
382
$265K 0.02%
2,872
+34
383
$265K 0.02%
2,254
+333
384
$263K 0.02%
775
-141
385
$261K 0.02%
3,151
+1,271
386
$260K 0.02%
7,837
+607
387
$258K 0.02%
494
-196
388
$258K 0.02%
2,163
+2,033
389
$255K 0.02%
2,264
+962
390
$255K 0.02%
1,377
391
$253K 0.02%
8,944
+1,292
392
$250K 0.02%
4,789
+3,596
393
$250K 0.02%
5,557
-371
394
$250K 0.02%
4,767
+993
395
$249K 0.02%
676
+119
396
$249K 0.02%
1,938
-173
397
$247K 0.02%
583
-15
398
$247K 0.02%
10,855
+805
399
$246K 0.02%
24,830
-73
400
$246K 0.02%
1,144
+232
14 15
16
17 18