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
1001
$2K ﹤0.01%
+3,231
1002
$2K ﹤0.01%
+7
1003
$2K ﹤0.01%
+14
1004
$2K ﹤0.01%
+14
1005
$2K ﹤0.01%
+2
1006
$2K ﹤0.01%
+99
1007
$2K ﹤0.01%
+65
1008
$2K ﹤0.01%
+51
1009
$2K ﹤0.01%
+60
1010
$2K ﹤0.01%
+20
1011
$2K ﹤0.01%
+241
1012
$2K ﹤0.01%
+15
1013
$2K ﹤0.01%
+26
1014
$2K ﹤0.01%
+121
1015
$2K ﹤0.01%
75
1016
$2K ﹤0.01%
+29
1017
$2K ﹤0.01%
+24
1018
$2K ﹤0.01%
+20
1019
$2K ﹤0.01%
+9
1020
$2K ﹤0.01%
+44
1021
$2K ﹤0.01%
+81
1022
$2K ﹤0.01%
+31
1023
$2K ﹤0.01%
+112
1024
$2K ﹤0.01%
+19
1025
$2K ﹤0.01%
+38
39 40
41
42 43