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
676
$14K ﹤0.01%
+905
677
$14K ﹤0.01%
+250
678
$14K ﹤0.01%
+43
679
$14K ﹤0.01%
+89
680
$14K ﹤0.01%
+524
681
$14K ﹤0.01%
1,000
682
$14K ﹤0.01%
+220
683
$13K ﹤0.01%
+497
684
$13K ﹤0.01%
83
+58
685
$13K ﹤0.01%
+111
686
$13K ﹤0.01%
+541
687
$13K ﹤0.01%
250
688
$13K ﹤0.01%
967
689
$13K ﹤0.01%
+1,330
690
$13K ﹤0.01%
+30
691
$13K ﹤0.01%
+110
692
$13K ﹤0.01%
164
693
$13K ﹤0.01%
269
+126
694
$13K ﹤0.01%
290
695
$13K ﹤0.01%
+156
696
$13K ﹤0.01%
+1,042
697
$13K ﹤0.01%
+246
698
$13K ﹤0.01%
514
699
$13K ﹤0.01%
+100
700
$13K ﹤0.01%
+334
26 27
28
29 30