CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
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
526
$142K 0.01%
2,206
+38
527
$140K 0.01%
794
-15
528
$139K 0.01%
2,157
+492
529
$139K 0.01%
4,139
530
$137K 0.01%
2,759
-521
531
$137K 0.01%
+3,940
532
$137K 0.01%
944
533
$136K 0.01%
2,786
534
$136K 0.01%
3,700
535
$135K 0.01%
+7,500
536
$134K 0.01%
3,480
-672
537
$132K 0.01%
1,262
-70
538
$132K 0.01%
5,615
+1,044
539
$132K 0.01%
6,749
+374
540
$131K 0.01%
4,453
+1,215
541
$130K 0.01%
3,286
542
$130K 0.01%
1,704
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543
$129K 0.01%
304
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544
$129K 0.01%
762
-207
545
$127K 0.01%
1,096
+115
546
$127K 0.01%
4,092
+1,798
547
$126K 0.01%
301
-105
548
$126K 0.01%
281
+245
549
$126K 0.01%
+3,142
550
$125K 0.01%
3,250
20 21
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