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
826
$7K ﹤0.01%
892
827
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+96
828
$7K ﹤0.01%
787
829
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493
+350
830
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+103
831
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+111
832
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501
833
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+300
834
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835
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836
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565
837
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+1,000
838
$6K ﹤0.01%
+207
839
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647
840
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+102
841
$6K ﹤0.01%
+105
842
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843
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119
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844
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244
+32
845
$6K ﹤0.01%
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846
$6K ﹤0.01%
+39
847
$6K ﹤0.01%
+110
848
$6K ﹤0.01%
+200
849
$6K ﹤0.01%
+42
850
$6K ﹤0.01%
+104
32 33
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35 36