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
926
$32.3K ﹤0.01%
1,032
927
$32.3K ﹤0.01%
1,000
928
$32.3K ﹤0.01%
216
929
$32.3K ﹤0.01%
278
930
$31.8K ﹤0.01%
479
+1
931
$31.7K ﹤0.01%
470
932
$31.7K ﹤0.01%
850
+750
933
$31.6K ﹤0.01%
460
934
$31.5K ﹤0.01%
301
935
$31.5K ﹤0.01%
266
936
$31.4K ﹤0.01%
50
937
$31.4K ﹤0.01%
236
938
$31.3K ﹤0.01%
+1,441
939
$31.1K ﹤0.01%
+874
940
$31K ﹤0.01%
673
+8
941
$31K ﹤0.01%
200
942
$30.8K ﹤0.01%
1,885
-4,536
943
$30.7K ﹤0.01%
+643
944
$30.7K ﹤0.01%
2,408
945
$30.5K ﹤0.01%
1,508
+22
946
$30.5K ﹤0.01%
150
947
$30.4K ﹤0.01%
359
948
$30.4K ﹤0.01%
+1,505
949
$30.4K ﹤0.01%
609
+4
950
$30.4K ﹤0.01%
1,422
+203
36 37
38
39 40