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
726
$11K ﹤0.01%
278
+172
727
$11K ﹤0.01%
+11
728
$11K ﹤0.01%
+308
729
$11K ﹤0.01%
+250
730
$11K ﹤0.01%
485
731
$11K ﹤0.01%
+238
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%
+184
750
$10K ﹤0.01%
412
+6