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
526
$28K 0.01%
+2,534
527
$28K 0.01%
1,617
+15
528
$28K 0.01%
+2,389
529
$27K 0.01%
+545
530
$27K 0.01%
+1,320
531
$27K 0.01%
+8,400
532
$27K 0.01%
+330
533
$27K 0.01%
+91
534
$27K 0.01%
+800
535
$27K 0.01%
+859
536
$27K 0.01%
+1,112
537
$27K 0.01%
+450
538
$27K 0.01%
131
+7
539
$27K 0.01%
+1,326
540
$27K 0.01%
+1,788
541
$27K 0.01%
+702
542
$26K 0.01%
+915
543
$26K 0.01%
+434
544
$26K 0.01%
+150
545
$26K 0.01%
268
546
$26K 0.01%
+200
547
$26K 0.01%
+693
548
$26K 0.01%
+500
549
$26K 0.01%
+508
550
$26K 0.01%
+975
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