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
901
$4K ﹤0.01%
+50
902
$4K ﹤0.01%
+80
903
$4K ﹤0.01%
+100
904
$4K ﹤0.01%
+32
905
$4K ﹤0.01%
+300
906
$4K ﹤0.01%
+39
907
$4K ﹤0.01%
130
908
$4K ﹤0.01%
+16
909
$4K ﹤0.01%
+19
910
$4K ﹤0.01%
+80
911
$4K ﹤0.01%
+200
912
$4K ﹤0.01%
+144
913
$4K ﹤0.01%
+160
914
$4K ﹤0.01%
+75
915
$4K ﹤0.01%
+77
916
$4K ﹤0.01%
+234
917
$4K ﹤0.01%
+200
918
$4K ﹤0.01%
+25
919
$4K ﹤0.01%
+100
920
$4K ﹤0.01%
+260
921
$4K ﹤0.01%
+533
922
$4K ﹤0.01%
+21
923
$4K ﹤0.01%
100
924
$4K ﹤0.01%
+16
925
$4K ﹤0.01%
+1,699
35 36
37
38 39