CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
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
851
$6K ﹤0.01%
211
852
$6K ﹤0.01%
+101
853
$6K ﹤0.01%
+69
854
$6K ﹤0.01%
+919
855
$6K ﹤0.01%
+82
856
$6K ﹤0.01%
493
+350
857
$6K ﹤0.01%
+103
858
$6K ﹤0.01%
+200
859
$5K ﹤0.01%
+100
860
$5K ﹤0.01%
+385
861
$5K ﹤0.01%
+196
862
$5K ﹤0.01%
+380
863
$5K ﹤0.01%
464
864
$5K ﹤0.01%
+38
865
$5K ﹤0.01%
63
866
$5K ﹤0.01%
52
867
$5K ﹤0.01%
+73
868
$5K ﹤0.01%
+396
869
$5K ﹤0.01%
15
870
$5K ﹤0.01%
+33
871
$5K ﹤0.01%
+271
872
$5K ﹤0.01%
+91
873
$5K ﹤0.01%
+309
874
$5K ﹤0.01%
+43
875
$5K ﹤0.01%
+988
33 34
35
36 37