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
776
$9K ﹤0.01%
+668
777
$9K ﹤0.01%
3,565
778
$9K ﹤0.01%
410
-1,694
779
$9K ﹤0.01%
+843
780
$9K ﹤0.01%
+160
781
$9K ﹤0.01%
85
782
$9K ﹤0.01%
+65
783
$9K ﹤0.01%
+456
784
$9K ﹤0.01%
+157
785
$9K ﹤0.01%
424
786
$9K ﹤0.01%
+248
787
$9K ﹤0.01%
300
+50
788
$8K ﹤0.01%
+1,000
789
$8K ﹤0.01%
+10
790
$8K ﹤0.01%
+489
791
$8K ﹤0.01%
+150
792
$8K ﹤0.01%
+203
793
$8K ﹤0.01%
+185
794
$8K ﹤0.01%
486
+1
795
$8K ﹤0.01%
+132
796
$8K ﹤0.01%
+600
797
$8K ﹤0.01%
46
+11
798
$8K ﹤0.01%
335
799
$8K ﹤0.01%
+270
800
$8K ﹤0.01%
+620
30 31
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