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
651
$81K 0.01%
3,998
652
$80.9K 0.01%
2,169
+5
653
$80.9K 0.01%
3,246
+180
654
$80.7K 0.01%
2,168
+1
655
$80.4K 0.01%
436
+2
656
$80.2K 0.01%
319
-38
657
$79K 0.01%
2,900
658
$78.6K 0.01%
2,065
+396
659
$78.1K 0.01%
1,286
-49
660
$78K 0.01%
1,030
661
$77.8K 0.01%
3,247
-10,357
662
$77.7K 0.01%
2,095
+2
663
$77.5K 0.01%
657
+22
664
$76.8K 0.01%
1,952
665
$76.2K 0.01%
475
666
$75.9K 0.01%
1,790
+187
667
$75.8K 0.01%
3,094
-947
668
$75.5K 0.01%
145
+16
669
$75K 0.01%
1,006
670
$74.8K 0.01%
842
-210
671
$74.5K 0.01%
920
+3
672
$74.4K 0.01%
3,157
-354
673
$74.3K 0.01%
906
+23
674
$74.2K 0.01%
3,741
675
$74.1K 0.01%
+3,000
25 26
27
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