CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
+$5.09M
2
+$3.49M
3
+$3.32M
4
VTV icon
Vanguard Value ETF
VTV
+$3.15M
5
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$2.72M

Top Sells

1
+$1.01M
2
+$719K
3
+$534K
4
FVC icon
First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
+$308K
5
DWPP
First Trust Dorsey Wright People's Portfolio ETF
DWPP
+$235K

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%
+24
1052
$2K ﹤0.01%
+50
1053
$2K ﹤0.01%
+59
1054
$2K ﹤0.01%
+14
1055
$2K ﹤0.01%
13
+1
1056
$2K ﹤0.01%
+725
1057
$2K ﹤0.01%
32
+29
1058
$2K ﹤0.01%
+110
1059
$2K ﹤0.01%
+225
1060
$2K ﹤0.01%
+120
1061
$2K ﹤0.01%
+74
1062
$2K ﹤0.01%
+211
1063
$2K ﹤0.01%
+91
1064
$2K ﹤0.01%
+200
1065
$2K ﹤0.01%
51
+50
1066
$2K ﹤0.01%
+125
1067
$2K ﹤0.01%
+71
1068
$2K ﹤0.01%
+40
1069
$1K ﹤0.01%
+115
1070
$1K ﹤0.01%
11
+6
1071
$1K ﹤0.01%
+57
1072
$1K ﹤0.01%
+1,000
1073
$1K ﹤0.01%
+55
1074
$1K ﹤0.01%
+18
1075
$1K ﹤0.01%
52
+50
41 42
43
44 45