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
501
$31K 0.01%
+244
502
$31K 0.01%
+602
503
$31K 0.01%
148
504
$31K 0.01%
+3,990
505
$31K 0.01%
+1,714
506
$31K 0.01%
+4,813
507
$31K 0.01%
1,167
+70
508
$31K 0.01%
+101
509
$31K 0.01%
+2,416
510
$31K 0.01%
+3,000
511
$30K 0.01%
201
+1
512
$30K 0.01%
378
+278
513
$30K 0.01%
+2,950
514
$30K 0.01%
+354
515
$30K 0.01%
+223
516
$30K 0.01%
550
+50
517
$29K 0.01%
+4,060
518
$29K 0.01%
+1,500
519
$29K 0.01%
+625
520
$29K 0.01%
+440
521
$29K 0.01%
333
+241
522
$28K 0.01%
747
+31
523
$28K 0.01%
+2,400
524
$28K 0.01%
+487
525
$28K 0.01%
+85
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