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
601
$20K 0.01%
+308
602
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+206
603
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+500
604
$20K 0.01%
422
605
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543
-114
606
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+182
607
$19K 0.01%
197
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608
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+71
609
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+767
610
$19K 0.01%
665
611
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+407
612
$19K 0.01%
+3,050
613
$19K 0.01%
+475
614
$19K 0.01%
516
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615
$19K 0.01%
2,363
616
$19K 0.01%
+135
617
$19K 0.01%
+543
618
$19K 0.01%
+544
619
$19K 0.01%
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620
$19K 0.01%
+2,070
621
$19K 0.01%
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622
$19K 0.01%
+1,046
623
$19K 0.01%
+163
624
$18K 0.01%
+351
625
$18K 0.01%
+49
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