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
$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
876
$5K ﹤0.01%
32
877
$5K ﹤0.01%
+23
878
$5K ﹤0.01%
+124
879
$5K ﹤0.01%
151
+65
880
$5K ﹤0.01%
+35
881
$5K ﹤0.01%
+274
882
$5K ﹤0.01%
+14
883
$5K ﹤0.01%
+146
884
$5K ﹤0.01%
+113
885
$5K ﹤0.01%
+372
886
$5K ﹤0.01%
+89
887
$5K ﹤0.01%
+130
888
$5K ﹤0.01%
+1,000
889
$5K ﹤0.01%
+130
890
$5K ﹤0.01%
+708
891
$5K ﹤0.01%
+309
892
$4K ﹤0.01%
+400
893
$4K ﹤0.01%
+51
894
$4K ﹤0.01%
+80
895
$4K ﹤0.01%
+49
896
$4K ﹤0.01%
+30
897
$4K ﹤0.01%
+259
898
$4K ﹤0.01%
+78
899
$4K ﹤0.01%
+41
900
$4K ﹤0.01%
+48
34 35
36
37 38