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
801
$8K ﹤0.01%
136
+66
802
$8K ﹤0.01%
+657
803
$8K ﹤0.01%
160
804
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805
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172
-9
806
$8K ﹤0.01%
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807
$8K ﹤0.01%
+548
808
$8K ﹤0.01%
+251
809
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+431
810
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185
811
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812
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813
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814
$7K ﹤0.01%
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815
$7K ﹤0.01%
623
816
$7K ﹤0.01%
240
-1,482
817
$7K ﹤0.01%
+150
818
$7K ﹤0.01%
743
+42
819
$7K ﹤0.01%
+92
820
$7K ﹤0.01%
+105
821
$7K ﹤0.01%
+297
822
$7K ﹤0.01%
+361
823
$7K ﹤0.01%
+268
824
$7K ﹤0.01%
+66
825
$7K ﹤0.01%
+111