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
951
$3K ﹤0.01%
+199
952
$3K ﹤0.01%
+26
953
$3K ﹤0.01%
100
954
$3K ﹤0.01%
+35
955
$3K ﹤0.01%
+107
956
$3K ﹤0.01%
+324
957
$3K ﹤0.01%
+16
958
$3K ﹤0.01%
+86
959
$3K ﹤0.01%
+23
960
$3K ﹤0.01%
+37
961
$3K ﹤0.01%
+14
962
$3K ﹤0.01%
+123
963
$3K ﹤0.01%
+295
964
$3K ﹤0.01%
+50
965
$3K ﹤0.01%
+84
966
$3K ﹤0.01%
+15
967
$3K ﹤0.01%
80
-215
968
$3K ﹤0.01%
+15
969
$3K ﹤0.01%
+42
970
$3K ﹤0.01%
110
971
$3K ﹤0.01%
+73
972
$3K ﹤0.01%
+190
973
$3K ﹤0.01%
145
974
$3K ﹤0.01%
25
-90
975
$3K ﹤0.01%
85
+13
37 38
39
40 41