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
576
$23K 0.01%
+2,829
577
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+147
578
$22K 0.01%
+309
579
$22K 0.01%
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580
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581
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582
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+2,700
583
$22K 0.01%
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584
$22K 0.01%
+400
585
$22K 0.01%
115
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586
$21K 0.01%
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587
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588
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324
+40
589
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590
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592
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640
594
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150
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596
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597
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598
$21K 0.01%
399
-3,828
599
$20K 0.01%
+1,400
600
$20K 0.01%
+734