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

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
576
$23K 0.01%
+2,829
577
$23K 0.01%
+147
578
$22K 0.01%
+309
579
$22K 0.01%
+456
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$22K 0.01%
+119
581
$22K 0.01%
+123
582
$22K 0.01%
+2,700
583
$22K 0.01%
+238
584
$22K 0.01%
+400
585
$22K 0.01%
115
+19
586
$21K 0.01%
+12
587
$21K 0.01%
324
+40
588
$21K 0.01%
693
589
$21K 0.01%
+192
590
$21K 0.01%
+1,500
591
$21K 0.01%
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592
$21K 0.01%
640
593
$21K 0.01%
150
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594
$21K 0.01%
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595
$21K 0.01%
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596
$21K 0.01%
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597
$21K 0.01%
399
-3,828
598
$21K 0.01%
+429
599
$20K 0.01%
+1,400
600
$20K 0.01%
+734