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
$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
576
$111K 0.01%
3,247
-497
577
$110K 0.01%
840
+27
578
$110K 0.01%
1,801
-254
579
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1,087
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580
$108K 0.01%
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581
$108K 0.01%
659
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582
$108K 0.01%
445
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583
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611
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584
$108K 0.01%
3,705
+1,694
585
$107K 0.01%
12,646
+278
586
$107K 0.01%
2,024
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587
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2,179
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588
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572
589
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-278
590
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591
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592
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594
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8,111
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$104K 0.01%
1,362
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597
$103K 0.01%
1,205
598
$103K 0.01%
+4,000
599
$103K 0.01%
198
600
$102K 0.01%
684
+56
22 23
24
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