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
776
$52.7K ﹤0.01%
973
+301
777
$52.7K ﹤0.01%
457
+270
778
$52.2K ﹤0.01%
1,326
+383
779
$51.8K ﹤0.01%
886
+85
780
$51.8K ﹤0.01%
1,253
+605
781
$51.7K ﹤0.01%
1,825
+217
782
$51.1K ﹤0.01%
775
-700
783
$50.9K ﹤0.01%
635
784
$50.8K ﹤0.01%
667
-115
785
$50.8K ﹤0.01%
204
-9,976
786
$50.4K ﹤0.01%
107
-27
787
$50.4K ﹤0.01%
+2,500
788
$49.7K ﹤0.01%
13,174
+215
789
$49.5K ﹤0.01%
+1,309
790
$49.5K ﹤0.01%
1,936
791
$49.3K ﹤0.01%
937
-199
792
$49.2K ﹤0.01%
1,600
+1,426
793
$49K ﹤0.01%
1,874
794
$49K ﹤0.01%
1,600
795
$49K ﹤0.01%
662
-47
796
$49K ﹤0.01%
1,790
797
$48.8K ﹤0.01%
1,938
+1,820
798
$48.6K ﹤0.01%
655
799
$48.6K ﹤0.01%
6,659
+3,624
800
$48.2K ﹤0.01%
4,605
30 31
32
33 34