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
1076
$1K ﹤0.01%
+7
1077
$1K ﹤0.01%
+66
1078
$1K ﹤0.01%
+53
1079
$1K ﹤0.01%
+2
1080
$1K ﹤0.01%
+56
1081
$1K ﹤0.01%
+60
1082
$1K ﹤0.01%
+12
1083
$1K ﹤0.01%
+1,399
1084
$1K ﹤0.01%
+60
1085
$1K ﹤0.01%
+37
1086
$1K ﹤0.01%
+50
1087
$1K ﹤0.01%
+21
1088
$1K ﹤0.01%
+12
1089
$1K ﹤0.01%
+31
1090
$1K ﹤0.01%
+40
1091
$1K ﹤0.01%
+23
1092
$1K ﹤0.01%
+139
1093
$1K ﹤0.01%
+128
1094
$1K ﹤0.01%
+143
1095
$1K ﹤0.01%
31
1096
$1K ﹤0.01%
+22
1097
$1K ﹤0.01%
+120
1098
$1K ﹤0.01%
+24
1099
$1K ﹤0.01%
+15
1100
$1K ﹤0.01%
+46