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
26
$2.26M 0.69%
7,332
+2,912
27
$2.26M 0.68%
103,079
+32,020
28
$2.22M 0.67%
8,977
+1,074
29
$2.15M 0.65%
87,141
-12,911
30
$2.01M 0.61%
7,103
+6,193
31
$2.01M 0.61%
32,332
-12
32
$1.94M 0.59%
157,851
+16,815
33
$1.78M 0.54%
9,284
+468
34
$1.78M 0.54%
50,025
+3,360
35
$1.75M 0.53%
40,273
+6,382
36
$1.72M 0.52%
11,487
+601
37
$1.69M 0.51%
+39,477
38
$1.68M 0.51%
14,214
+4,722
39
$1.65M 0.5%
54,473
+9,764
40
$1.57M 0.48%
22,180
+20,040
41
$1.52M 0.46%
19,351
+6,403
42
$1.5M 0.45%
7,377
+5,597
43
$1.5M 0.45%
+9,145
44
$1.47M 0.45%
+41,342
45
$1.46M 0.44%
39,550
+10,448
46
$1.43M 0.43%
56,350
-9,262
47
$1.42M 0.43%
14,869
+3,524
48
$1.41M 0.43%
18,188
+17,399
49
$1.39M 0.42%
16,693
+6,283
50
$1.38M 0.42%
+50,852
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