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
876
$38.7K ﹤0.01%
1,333
877
$38.7K ﹤0.01%
1,031
878
$38.6K ﹤0.01%
210
879
$38.5K ﹤0.01%
1,852
880
$38.4K ﹤0.01%
290
-10
881
$38.4K ﹤0.01%
+5,450
882
$38.3K ﹤0.01%
356
883
$38K ﹤0.01%
+1,087
884
$38K ﹤0.01%
2,000
885
$37.9K ﹤0.01%
1,243
886
$37.6K ﹤0.01%
1,117
-3,726
887
$37.5K ﹤0.01%
707
+2
888
$37.5K ﹤0.01%
1,250
+750
889
$37.3K ﹤0.01%
1,200
890
$37K ﹤0.01%
127
891
$36.9K ﹤0.01%
766
-6
892
$36.9K ﹤0.01%
2,811
893
$36.7K ﹤0.01%
3,185
+46
894
$36.6K ﹤0.01%
1,435
895
$36.3K ﹤0.01%
269
+1
896
$36.2K ﹤0.01%
894
897
$36K ﹤0.01%
599
898
$36K ﹤0.01%
250
899
$36K ﹤0.01%
1,055
-42
900
$35.7K ﹤0.01%
90
34 35
36
37 38