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
1101
$1K ﹤0.01%
+27
1102
$1K ﹤0.01%
+17
1103
$1K ﹤0.01%
+81
1104
$1K ﹤0.01%
+9
1105
$1K ﹤0.01%
+16
1106
$1K ﹤0.01%
+11
1107
$1K ﹤0.01%
+11
1108
$1K ﹤0.01%
+12
1109
$1K ﹤0.01%
+60
1110
$1K ﹤0.01%
+11
1111
$1K ﹤0.01%
+4
1112
$1K ﹤0.01%
+109
1113
$1K ﹤0.01%
17
1114
$1K ﹤0.01%
+18
1115
$1K ﹤0.01%
30
1116
$1K ﹤0.01%
+86
1117
$1K ﹤0.01%
+8
1118
$1K ﹤0.01%
+17
1119
$1K ﹤0.01%
+26
1120
$1K ﹤0.01%
+1,048
1121
$1K ﹤0.01%
+14
1122
$1K ﹤0.01%
+148
1123
$1K ﹤0.01%
+69
1124
$1K ﹤0.01%
+159
1125
$1K ﹤0.01%
+37