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
751
$10K ﹤0.01%
+318
752
$10K ﹤0.01%
540
+300
753
$10K ﹤0.01%
+422
754
$10K ﹤0.01%
+88
755
$10K ﹤0.01%
200
-100
756
$10K ﹤0.01%
365
757
$10K ﹤0.01%
200
+10
758
$10K ﹤0.01%
+150
759
$10K ﹤0.01%
+1,110
760
$10K ﹤0.01%
+566
761
$9K ﹤0.01%
+46
762
$9K ﹤0.01%
+842
763
$9K ﹤0.01%
413
-4,042
764
$9K ﹤0.01%
+218
765
$9K ﹤0.01%
+267
766
$9K ﹤0.01%
+415
767
$9K ﹤0.01%
+184
768
$9K ﹤0.01%
+1,012
769
$9K ﹤0.01%
+82
770
$9K ﹤0.01%
+162
771
$9K ﹤0.01%
251
+51
772
$9K ﹤0.01%
+588
773
$9K ﹤0.01%
+1,700
774
$9K ﹤0.01%
+10
775
$9K ﹤0.01%
+892
29 30
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