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
476
$173K 0.01%
2,217
-328
477
$173K 0.01%
1,531
-8
478
$172K 0.01%
575
479
$172K 0.01%
1,571
480
$172K 0.01%
395
+63
481
$172K 0.01%
23,190
+1,450
482
$171K 0.01%
4,054
483
$171K 0.01%
1,960
-58
484
$170K 0.01%
2,787
-435
485
$170K 0.01%
2,258
+650
486
$169K 0.01%
578
-11
487
$169K 0.01%
582
+222
488
$168K 0.01%
+5,432
489
$168K 0.01%
2,966
+185
490
$168K 0.01%
1,614
-2
491
$166K 0.01%
2,111
+407
492
$165K 0.01%
5,432
-229
493
$165K 0.01%
8,317
+1,000
494
$163K 0.01%
17,725
-1,131
495
$163K 0.01%
4,433
496
$160K 0.01%
1,842
+3
497
$160K 0.01%
2,716
+924
498
$159K 0.01%
1,063
-318
499
$159K 0.01%
858
+1
500
$158K 0.01%
4,612
-167
18 19
20
21 22