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
976
$3K ﹤0.01%
+60
977
$3K ﹤0.01%
+71
978
$3K ﹤0.01%
+101
979
$3K ﹤0.01%
+52
980
$3K ﹤0.01%
325
981
$3K ﹤0.01%
+170
982
$3K ﹤0.01%
+58
983
$3K ﹤0.01%
+60
984
$3K ﹤0.01%
+27
985
$3K ﹤0.01%
+31
986
$3K ﹤0.01%
+29
987
$3K ﹤0.01%
+86
988
$3K ﹤0.01%
+40
989
$3K ﹤0.01%
+162
990
$3K ﹤0.01%
+15
991
$3K ﹤0.01%
+34
992
$3K ﹤0.01%
+110
993
$3K ﹤0.01%
+33
994
$3K ﹤0.01%
+7
995
$3K ﹤0.01%
+52
996
$3K ﹤0.01%
+48
997
$3K ﹤0.01%
+50
998
$2K ﹤0.01%
+148
999
$2K ﹤0.01%
+25
1000
$2K ﹤0.01%
+23
38 39
40
41 42