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
651
$16K ﹤0.01%
1,527
-1,734
652
$16K ﹤0.01%
+150
653
$16K ﹤0.01%
+402
654
$16K ﹤0.01%
+850
655
$16K ﹤0.01%
+219
656
$15K ﹤0.01%
+247
657
$15K ﹤0.01%
550
+150
658
$15K ﹤0.01%
88
+43
659
$15K ﹤0.01%
+250
660
$15K ﹤0.01%
+1,500
661
$15K ﹤0.01%
+204
662
$15K ﹤0.01%
+801
663
$15K ﹤0.01%
+1,130
664
$15K ﹤0.01%
+262
665
$15K ﹤0.01%
+1,207
666
$15K ﹤0.01%
+494
667
$15K ﹤0.01%
131
+101
668
$15K ﹤0.01%
+80
669
$15K ﹤0.01%
+114
670
$14K ﹤0.01%
+439
671
$14K ﹤0.01%
+333
672
$14K ﹤0.01%
3,000
+2,000
673
$14K ﹤0.01%
+617
674
$14K ﹤0.01%
+241
675
$14K ﹤0.01%
+490
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