CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
+$5.09M
2
+$3.49M
3
+$3.32M
4
VTV icon
Vanguard Value ETF
VTV
+$3.15M
5
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$2.72M

Top Sells

1
+$1.01M
2
+$719K
3
+$534K
4
FVC icon
First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
+$308K
5
DWPP
First Trust Dorsey Wright People's Portfolio ETF
DWPP
+$235K

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
551
$26K 0.01%
267
+1
552
$26K 0.01%
1,090
+862
553
$25K 0.01%
+582
554
$25K 0.01%
+16
555
$25K 0.01%
+250
556
$25K 0.01%
532
557
$25K 0.01%
+235
558
$25K 0.01%
471
+470
559
$25K 0.01%
230
560
$25K 0.01%
+900
561
$24K 0.01%
212
562
$24K 0.01%
+336
563
$24K 0.01%
+125
564
$24K 0.01%
+341
565
$24K 0.01%
464
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566
$24K 0.01%
135
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567
$24K 0.01%
147
568
$24K 0.01%
+680
569
$24K 0.01%
1,032
+746
570
$23K 0.01%
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571
$23K 0.01%
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572
$23K 0.01%
707
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573
$23K 0.01%
+790
574
$23K 0.01%
+250
575
$23K 0.01%
322
-328
21 22
23
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