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
851
$41.4K ﹤0.01%
447
+1
852
$41.3K ﹤0.01%
1,772
+10
853
$41.2K ﹤0.01%
330
854
$41K ﹤0.01%
625
+503
855
$41K ﹤0.01%
65
856
$40.9K ﹤0.01%
1,167
857
$40.9K ﹤0.01%
393
858
$40.8K ﹤0.01%
1,595
+23
859
$40.8K ﹤0.01%
478
+161
860
$40.7K ﹤0.01%
+1,300
861
$40.3K ﹤0.01%
557
+2
862
$40.3K ﹤0.01%
866
863
$40.3K ﹤0.01%
422
+118
864
$40K ﹤0.01%
1,135
865
$39.9K ﹤0.01%
703
-70
866
$39.9K ﹤0.01%
780
-602
867
$39.8K ﹤0.01%
+1,601
868
$39.8K ﹤0.01%
1,163
869
$39.7K ﹤0.01%
4,120
870
$39.4K ﹤0.01%
1,600
871
$39.3K ﹤0.01%
175
872
$39.3K ﹤0.01%
1,000
873
$39.3K ﹤0.01%
754
+73
874
$39.2K ﹤0.01%
600
-234
875
$39K ﹤0.01%
663
33 34
35
36 37