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

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