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
426
$47K 0.01%
940
+140
427
$47K 0.01%
+1,873
428
$47K 0.01%
+341
429
$47K 0.01%
+199
430
$46K 0.01%
+139
431
$46K 0.01%
3,592
-176
432
$46K 0.01%
+339
433
$46K 0.01%
2,000
434
$45K 0.01%
+1,279
435
$45K 0.01%
402
+173
436
$45K 0.01%
1,500
437
$44K 0.01%
+277
438
$44K 0.01%
+1,209
439
$44K 0.01%
1,661
440
$44K 0.01%
+559
441
$43K 0.01%
+454
442
$43K 0.01%
+1,456
443
$43K 0.01%
+2,000
444
$43K 0.01%
+1,568
445
$43K 0.01%
+418
446
$43K 0.01%
+263
447
$42K 0.01%
+350
448
$42K 0.01%
1,840
+259
449
$42K 0.01%
+612
450
$42K 0.01%
+1,252
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