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
1101
$1K ﹤0.01%
+19
1102
$1K ﹤0.01%
+50
1103
$1K ﹤0.01%
+75
1104
$1K ﹤0.01%
+19
1105
$1K ﹤0.01%
11
+6
1106
$1K ﹤0.01%
+57
1107
$1K ﹤0.01%
+1,000
1108
$1K ﹤0.01%
+55
1109
$1K ﹤0.01%
+18
1110
$1K ﹤0.01%
52
+50
1111
$1K ﹤0.01%
+7
1112
$1K ﹤0.01%
+66
1113
$1K ﹤0.01%
+53
1114
$1K ﹤0.01%
+2
1115
$1K ﹤0.01%
+84
1116
$1K ﹤0.01%
+60
1117
$1K ﹤0.01%
+12
1118
$1K ﹤0.01%
+143
1119
$1K ﹤0.01%
31
1120
$1K ﹤0.01%
+22
1121
$1K ﹤0.01%
+120
1122
$1K ﹤0.01%
+24
1123
$1K ﹤0.01%
+15
1124
$1K ﹤0.01%
+46
1125
$1K ﹤0.01%
+27
43 44
45
46 47