CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
+$5.09M
2
+$3.49M
3
+$3.32M
4
VTV icon
Vanguard Value ETF
VTV
+$3.15M
5
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$2.72M

Top Sells

1
+$1.01M
2
+$719K
3
+$534K
4
FVC icon
First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
+$308K
5
DWPP
First Trust Dorsey Wright People's Portfolio ETF
DWPP
+$235K

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
476
$36K 0.01%
+1,640
477
$36K 0.01%
+801
478
$36K 0.01%
+1,202
479
$35K 0.01%
+327
480
$35K 0.01%
1,165
+1,033
481
$35K 0.01%
+1,905
482
$35K 0.01%
+1,323
483
$35K 0.01%
+727
484
$35K 0.01%
1,002
+252
485
$35K 0.01%
+1,054
486
$35K 0.01%
+1,039
487
$34K 0.01%
+774
488
$34K 0.01%
+144
489
$34K 0.01%
1,547
+429
490
$33K 0.01%
1,386
+886
491
$33K 0.01%
+33
492
$33K 0.01%
+617
493
$33K 0.01%
+193
494
$33K 0.01%
+1,072
495
$32K 0.01%
+225
496
$32K 0.01%
+246
497
$32K 0.01%
363
-2,772
498
$32K 0.01%
1,851
+282
499
$32K 0.01%
301
+204
500
$32K 0.01%
+516
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