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
451
$42K 0.01%
+479
452
$42K 0.01%
+1,419
453
$41K 0.01%
+1,308
454
$41K 0.01%
+5,350
455
$41K 0.01%
+540
456
$40K 0.01%
424
+66
457
$40K 0.01%
+3,259
458
$39K 0.01%
+86
459
$39K 0.01%
+550
460
$39K 0.01%
748
+43
461
$39K 0.01%
+582
462
$38K 0.01%
+1,368
463
$38K 0.01%
+1,018
464
$38K 0.01%
+201
465
$38K 0.01%
+545
466
$38K 0.01%
+1,000
467
$38K 0.01%
+365
468
$37K 0.01%
121
+61
469
$37K 0.01%
4,550
+2,350
470
$37K 0.01%
+1,185
471
$37K 0.01%
+708
472
$37K 0.01%
289
+208
473
$36K 0.01%
+500
474
$36K 0.01%
790
-2,263
475
$36K 0.01%
+99
17 18
19
20 21