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
976
$26.3K ﹤0.01%
+1,041
977
$26.1K ﹤0.01%
600
978
$26.1K ﹤0.01%
175
979
$26K ﹤0.01%
2,000
-200
980
$25.9K ﹤0.01%
457
-1
981
$25.9K ﹤0.01%
650
982
$25.9K ﹤0.01%
2,270
-10,755
983
$25.9K ﹤0.01%
+650
984
$25.8K ﹤0.01%
100
985
$25.8K ﹤0.01%
112
986
$25.6K ﹤0.01%
127
987
$25.5K ﹤0.01%
391
+1
988
$25.4K ﹤0.01%
148
-89
989
$25.3K ﹤0.01%
108
+62
990
$25.1K ﹤0.01%
832
991
$25.1K ﹤0.01%
+1,500
992
$25K ﹤0.01%
524
993
$24.6K ﹤0.01%
73
-10
994
$24.6K ﹤0.01%
203
995
$24.4K ﹤0.01%
1,010
-100
996
$24.3K ﹤0.01%
309
-4
997
$24.2K ﹤0.01%
428
-100
998
$24.1K ﹤0.01%
148
+22
999
$24.1K ﹤0.01%
723
1000
$24.1K ﹤0.01%
115
-24
38 39
40
41 42