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
76
$804K 0.24%
8,470
+7,470
77
$782K 0.24%
+30,163
78
$779K 0.24%
11,994
+1,348
79
$777K 0.24%
7,229
-130
80
$766K 0.23%
13,898
+1,668
81
$764K 0.23%
+28,493
82
$761K 0.23%
3,036
+702
83
$759K 0.23%
+13,350
84
$714K 0.22%
6,832
+1,075
85
$701K 0.21%
11,713
+822
86
$698K 0.21%
22,992
+2,148
87
$697K 0.21%
4,157
+2,732
88
$681K 0.21%
3,157
+430
89
$668K 0.2%
11,678
+6,938
90
$665K 0.2%
11,513
-384
91
$656K 0.2%
5,683
+226
92
$650K 0.2%
12,528
-191
93
$646K 0.2%
11,904
+1,173
94
$641K 0.19%
6,989
+3,538
95
$626K 0.19%
5,089
+4,988
96
$610K 0.18%
3,715
+2,895
97
$608K 0.18%
11,712
+3,132
98
$583K 0.18%
+4,603
99
$581K 0.18%
61,120
+57,920
100
$580K 0.18%
10,214
-2,617
2 3
4
5 6