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
$1.23B
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,875
New
Increased
Reduced
Closed

Top Buys

1
+$36.1M
2
+$11.7M
3
+$11.7M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$9.02M
5
PTNQ icon
Pacer Trendpilot 100 ETF
PTNQ
+$6.38M

Top Sells

1
+$10.8M
2
+$10.6M
3
+$6.58M
4
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$5.81M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$5.74M

Sector Composition

1 Technology 5.05%
2 Financials 2.46%
3 Industrials 2.42%
4 Consumer Discretionary 2.42%
5 Healthcare 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$57.1K ﹤0.01%
995
-73
752
$57K ﹤0.01%
3,760
753
$56.8K ﹤0.01%
2,556
+782
754
$56.3K ﹤0.01%
116
755
$56.1K ﹤0.01%
644
-96
756
$56K ﹤0.01%
1,606
-2,412
757
$55.9K ﹤0.01%
1,100
-700
758
$55.8K ﹤0.01%
827
+156
759
$55.5K ﹤0.01%
164
760
$55.4K ﹤0.01%
359
+159
761
$55.4K ﹤0.01%
826
762
$55.4K ﹤0.01%
1,250
763
$55.3K ﹤0.01%
1,460
-200
764
$54.8K ﹤0.01%
1,260
+66
765
$54.7K ﹤0.01%
800
766
$54.6K ﹤0.01%
450
767
$54.5K ﹤0.01%
904
+6
768
$54.1K ﹤0.01%
1,665
+12
769
$54K ﹤0.01%
2,659
-1,293
770
$53.6K ﹤0.01%
1,076
-396
771
$53.2K ﹤0.01%
2,679
+2,225
772
$53.1K ﹤0.01%
1,000
773
$53K ﹤0.01%
771
774
$52.9K ﹤0.01%
705
775
$52.7K ﹤0.01%
519
+52
29 30
31
32 33