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
851
$6K ﹤0.01%
+544
852
$6K ﹤0.01%
+991
853
$6K ﹤0.01%
100
854
$6K ﹤0.01%
211
855
$6K ﹤0.01%
+90
856
$6K ﹤0.01%
+69
857
$6K ﹤0.01%
+919
858
$6K ﹤0.01%
+82
859
$5K ﹤0.01%
+43
860
$5K ﹤0.01%
+100
861
$5K ﹤0.01%
+385
862
$5K ﹤0.01%
+196
863
$5K ﹤0.01%
+380
864
$5K ﹤0.01%
464
865
$5K ﹤0.01%
+38
866
$5K ﹤0.01%
63
867
$5K ﹤0.01%
52
868
$5K ﹤0.01%
+73
869
$5K ﹤0.01%
+396
870
$5K ﹤0.01%
15
871
$5K ﹤0.01%
+33
872
$5K ﹤0.01%
+271
873
$5K ﹤0.01%
+91
874
$5K ﹤0.01%
+988
875
$5K ﹤0.01%
+174
33 34
35
36 37