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
626
$18K 0.01%
547
-1,619
627
$18K 0.01%
724
+206
628
$18K 0.01%
+1,000
629
$18K 0.01%
+49
630
$18K 0.01%
+900
631
$18K 0.01%
341
632
$18K 0.01%
+475
633
$17K 0.01%
+468
634
$17K 0.01%
123
+30
635
$17K 0.01%
+500
636
$17K 0.01%
+500
637
$17K 0.01%
+251
638
$17K 0.01%
+258
639
$17K 0.01%
1,000
640
$17K 0.01%
+350
641
$17K 0.01%
405
642
$17K 0.01%
+500
643
$17K 0.01%
+117
644
$17K 0.01%
+292
645
$17K 0.01%
+524
646
$17K 0.01%
+566
647
$16K ﹤0.01%
+159
648
$16K ﹤0.01%
+78
649
$16K ﹤0.01%
410
650
$16K ﹤0.01%
530
+400
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