CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
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
1051
$2K ﹤0.01%
+44
1052
$2K ﹤0.01%
+81
1053
$2K ﹤0.01%
+31
1054
$2K ﹤0.01%
+112
1055
$2K ﹤0.01%
+19
1056
$2K ﹤0.01%
+38
1057
$2K ﹤0.01%
+25
1058
$2K ﹤0.01%
+31
1059
$2K ﹤0.01%
123
1060
$2K ﹤0.01%
+135
1061
$2K ﹤0.01%
+14
1062
$2K ﹤0.01%
+23
1063
$2K ﹤0.01%
+34
1064
$2K ﹤0.01%
+69
1065
$2K ﹤0.01%
+14
1066
$2K ﹤0.01%
+49
1067
$2K ﹤0.01%
+22
1068
$2K ﹤0.01%
200
1069
$1K ﹤0.01%
+115
1070
$1K ﹤0.01%
+1,399
1071
$1K ﹤0.01%
+60
1072
$1K ﹤0.01%
+37
1073
$1K ﹤0.01%
+50
1074
$1K ﹤0.01%
+21
1075
$1K ﹤0.01%
+12
41 42
43
44 45