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
401
$57K 0.02%
1,346
+56
402
$57K 0.02%
9,347
+7,147
403
$56K 0.02%
1,532
+415
404
$55K 0.02%
+1,209
405
$55K 0.02%
644
+22
406
$55K 0.02%
3,688
-51,184
407
$55K 0.02%
1,502
+1,427
408
$54K 0.02%
+3,500
409
$53K 0.02%
+6,827
410
$53K 0.02%
5,656
+5,652
411
$52K 0.02%
+1,000
412
$52K 0.02%
1,103
+518
413
$51K 0.02%
+400
414
$51K 0.02%
459
+3
415
$51K 0.02%
+2,076
416
$50K 0.02%
+537
417
$50K 0.02%
+430
418
$50K 0.02%
+2,022
419
$49K 0.01%
+169
420
$49K 0.01%
+704
421
$48K 0.01%
940
+737
422
$48K 0.01%
+118
423
$48K 0.01%
185
+13
424
$48K 0.01%
+703
425
$48K 0.01%
+1,307
15 16
17
18 19