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
51
$1.31M 0.4%
26,742
+4,206
52
$1.3M 0.4%
12,901
+3,059
53
$1.28M 0.39%
7,490
+2,107
54
$1.25M 0.38%
23,183
+22,091
55
$1.18M 0.36%
10,086
+5,558
56
$1.14M 0.35%
19,590
+5,753
57
$1.06M 0.32%
19,735
-2,390
58
$1.06M 0.32%
32,992
+11,756
59
$1.06M 0.32%
28,090
+27,725
60
$1.04M 0.31%
3,355
+667
61
$1.02M 0.31%
8,574
+2,562
62
$1.02M 0.31%
+3,660
63
$995K 0.3%
7,099
+712
64
$988K 0.3%
9,243
+8,649
65
$968K 0.29%
+21,936
66
$968K 0.29%
19,295
+17,424
67
$949K 0.29%
+10,818
68
$948K 0.29%
9,433
+6,747
69
$925K 0.28%
14,917
+1,545
70
$915K 0.28%
10,517
+892
71
$908K 0.28%
10,173
+9,709
72
$879K 0.27%
8,044
-25
73
$841K 0.25%
9,329
+6,792
74
$837K 0.25%
10,379
-458
75
$829K 0.25%
9,974
+1,583
1 2
3
4 5