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
426
$218K 0.02%
773
+166
427
$217K 0.02%
4,673
-30
428
$216K 0.02%
1,952
-80
429
$215K 0.02%
6,100
430
$215K 0.02%
9,372
-4,153
431
$214K 0.02%
+8,462
432
$211K 0.02%
1,270
-199
433
$210K 0.02%
1,648
-47
434
$209K 0.02%
4,526
-44
435
$207K 0.02%
8,953
+7,605
436
$203K 0.02%
3,201
-99
437
$203K 0.02%
2,966
+50
438
$203K 0.02%
920
439
$201K 0.02%
8,700
+50
440
$200K 0.02%
+5,725
441
$199K 0.02%
2,831
-78
442
$198K 0.02%
5,280
-1,800
443
$196K 0.02%
3,891
-1,151
444
$195K 0.02%
1,388
445
$194K 0.02%
+11,719
446
$193K 0.02%
362
447
$192K 0.02%
871
+536
448
$191K 0.02%
3,580
-626
449
$190K 0.02%
6,567
+234
450
$189K 0.02%
6,201
+1,300
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