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
676
$74.1K 0.01%
2,828
+169
677
$74K 0.01%
2,036
-90
678
$73K 0.01%
1,918
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679
$72.6K 0.01%
1,467
-20
680
$72.6K 0.01%
387
-25
681
$72.2K 0.01%
+467
682
$72.1K 0.01%
1,600
-7,695
683
$72K 0.01%
1,599
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684
$72K 0.01%
3,030
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685
$71.9K 0.01%
373
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686
$71.8K 0.01%
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687
$71.8K 0.01%
2,150
688
$71.7K 0.01%
2,481
+146
689
$71.5K 0.01%
2,285
+326
690
$70.6K 0.01%
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691
$70.6K 0.01%
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$70.2K 0.01%
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693
$70K 0.01%
650
694
$69.5K 0.01%
2,927
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695
$68.9K 0.01%
230
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696
$68.9K 0.01%
2,243
+2
697
$68.7K 0.01%
145
698
$68.6K 0.01%
2,719
-2,454
699
$68K 0.01%
97
-1
700
$67.9K 0.01%
539
-20
26 27
28
29 30