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
1026
$2K ﹤0.01%
+25
1027
$2K ﹤0.01%
+31
1028
$2K ﹤0.01%
+709
1029
$2K ﹤0.01%
+16
1030
$2K ﹤0.01%
+10
1031
$2K ﹤0.01%
123
1032
$2K ﹤0.01%
+135
1033
$2K ﹤0.01%
+25
1034
$2K ﹤0.01%
+40
1035
$2K ﹤0.01%
+20
1036
$2K ﹤0.01%
+24
1037
$2K ﹤0.01%
+119
1038
$2K ﹤0.01%
+80
1039
$2K ﹤0.01%
+14
1040
$2K ﹤0.01%
+23
1041
$2K ﹤0.01%
+34
1042
$2K ﹤0.01%
+69
1043
$2K ﹤0.01%
+14
1044
$2K ﹤0.01%
+49
1045
$2K ﹤0.01%
+22
1046
$2K ﹤0.01%
200
1047
$2K ﹤0.01%
52
+50
1048
$2K ﹤0.01%
+38
1049
$2K ﹤0.01%
+11
1050
$2K ﹤0.01%
+24
40 41
42
43 44