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
826
$43.7K ﹤0.01%
450
-19
827
$43.7K ﹤0.01%
266
828
$43.2K ﹤0.01%
+1,800
829
$43.1K ﹤0.01%
+3,900
830
$43K ﹤0.01%
545
831
$42.9K ﹤0.01%
833
-57
832
$42.9K ﹤0.01%
1,000
833
$42.9K ﹤0.01%
1,306
-12
834
$42.8K ﹤0.01%
839
-2,241
835
$42.8K ﹤0.01%
1,440
836
$42.8K ﹤0.01%
839
-338
837
$42.7K ﹤0.01%
821
-275
838
$42.4K ﹤0.01%
1,000
839
$42.4K ﹤0.01%
1,717
+1,546
840
$42.4K ﹤0.01%
645
+4
841
$42.4K ﹤0.01%
749
+51
842
$42.3K ﹤0.01%
1,865
+2
843
$42.2K ﹤0.01%
1,236
-1,025
844
$42.1K ﹤0.01%
1,285
-2,304
845
$41.9K ﹤0.01%
868
+566
846
$41.9K ﹤0.01%
228
-515
847
$41.6K ﹤0.01%
850
848
$41.5K ﹤0.01%
715
+3
849
$41.5K ﹤0.01%
1,421
-102
850
$41.5K ﹤0.01%
940
32 33
34
35 36