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
701
$13K ﹤0.01%
+565
702
$13K ﹤0.01%
219
703
$13K ﹤0.01%
+238
704
$12K ﹤0.01%
+1,862
705
$12K ﹤0.01%
+103
706
$12K ﹤0.01%
+667
707
$12K ﹤0.01%
1,700
708
$12K ﹤0.01%
+37
709
$12K ﹤0.01%
692
+272
710
$12K ﹤0.01%
351
-6,369
711
$12K ﹤0.01%
+1,800
712
$12K ﹤0.01%
275
+173
713
$12K ﹤0.01%
+414
714
$12K ﹤0.01%
+317
715
$12K ﹤0.01%
+476
716
$12K ﹤0.01%
+1,510
717
$12K ﹤0.01%
269
+30
718
$12K ﹤0.01%
186
+1
719
$12K ﹤0.01%
+30
720
$12K ﹤0.01%
+126
721
$12K ﹤0.01%
+507
722
$11K ﹤0.01%
300
723
$11K ﹤0.01%
+291
724
$11K ﹤0.01%
278
+172
725
$11K ﹤0.01%
+11
27 28
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