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
726
$11K ﹤0.01%
+308
727
$11K ﹤0.01%
+250
728
$11K ﹤0.01%
485
729
$11K ﹤0.01%
+238
730
$11K ﹤0.01%
+300
731
$11K ﹤0.01%
+296
732
$11K ﹤0.01%
+348
733
$11K ﹤0.01%
+334
734
$11K ﹤0.01%
+350
735
$11K ﹤0.01%
+176
736
$11K ﹤0.01%
+124
737
$11K ﹤0.01%
+411
738
$11K ﹤0.01%
100
739
$11K ﹤0.01%
+148
740
$11K ﹤0.01%
105
741
$11K ﹤0.01%
+391
742
$11K ﹤0.01%
63
-36
743
$11K ﹤0.01%
330
+1
744
$10K ﹤0.01%
+46
745
$10K ﹤0.01%
+183
746
$10K ﹤0.01%
+261
747
$10K ﹤0.01%
+80
748
$10K ﹤0.01%
+466
749
$10K ﹤0.01%
+440
750
$10K ﹤0.01%
412
+6
28 29
30
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