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
501
$156K 0.01%
6,247
+6,143
502
$156K 0.01%
1,263
-50
503
$155K 0.01%
1,178
+161
504
$154K 0.01%
530
-528
505
$152K 0.01%
17,269
+207
506
$151K 0.01%
1,194
507
$151K 0.01%
3,477
+208
508
$151K 0.01%
674
+1
509
$150K 0.01%
1,277
+776
510
$150K 0.01%
4,553
-11,699
511
$150K 0.01%
5,500
-400
512
$149K 0.01%
3,690
+231
513
$149K 0.01%
1,676
+55
514
$149K 0.01%
5,440
+2,864
515
$148K 0.01%
1,570
516
$148K 0.01%
1,793
-499
517
$147K 0.01%
3,652
+324
518
$146K 0.01%
755
-48
519
$145K 0.01%
2,837
-1
520
$144K 0.01%
1,267
521
$143K 0.01%
398
+81
522
$143K 0.01%
6,633
+4,240
523
$143K 0.01%
9,220
+50
524
$143K 0.01%
201
+27
525
$142K 0.01%
14,865
+10,918
19 20
21
22 23