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
1001
$24K ﹤0.01%
421
-370
1002
$24K ﹤0.01%
2,164
-176
1003
$23.8K ﹤0.01%
315
1004
$23.7K ﹤0.01%
284
1005
$23.5K ﹤0.01%
178
1006
$23.4K ﹤0.01%
510
+8
1007
$23.3K ﹤0.01%
1,666
1008
$23.2K ﹤0.01%
431
-118
1009
$23.2K ﹤0.01%
850
+7
1010
$23.1K ﹤0.01%
1,819
1011
$23.1K ﹤0.01%
500
1012
$22.9K ﹤0.01%
300
1013
$22.8K ﹤0.01%
276
-52
1014
$22.6K ﹤0.01%
493
+1
1015
$22.6K ﹤0.01%
+875
1016
$22.5K ﹤0.01%
300
1017
$22.4K ﹤0.01%
688
-1
1018
$22.4K ﹤0.01%
303
-206
1019
$22.4K ﹤0.01%
809
+489
1020
$22.4K ﹤0.01%
+450
1021
$22.3K ﹤0.01%
500
1022
$22.3K ﹤0.01%
21
+5
1023
$22.3K ﹤0.01%
345
+300
1024
$22.1K ﹤0.01%
6,700
-900
1025
$21.9K ﹤0.01%
818
+4
39 40
41
42 43