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
926
$4K ﹤0.01%
+5
927
$4K ﹤0.01%
+105
928
$4K ﹤0.01%
167
929
$4K ﹤0.01%
+162
930
$4K ﹤0.01%
+105
931
$4K ﹤0.01%
+145
932
$4K ﹤0.01%
+189
933
$4K ﹤0.01%
+83
934
$4K ﹤0.01%
+260
935
$4K ﹤0.01%
+533
936
$4K ﹤0.01%
+21
937
$4K ﹤0.01%
100
938
$4K ﹤0.01%
+16
939
$4K ﹤0.01%
+1,699
940
$4K ﹤0.01%
6
941
$4K ﹤0.01%
+29
942
$3K ﹤0.01%
+32
943
$3K ﹤0.01%
+28
944
$3K ﹤0.01%
+59
945
$3K ﹤0.01%
+132
946
$3K ﹤0.01%
+13
947
$3K ﹤0.01%
+150
948
$3K ﹤0.01%
+130
949
$3K ﹤0.01%
+257
950
$3K ﹤0.01%
+66
36 37
38
39 40