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
$1.23B
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,875
New
Increased
Reduced
Closed

Top Buys

1
+$36.1M
2
+$11.7M
3
+$11.7M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$9.02M
5
PTNQ icon
Pacer Trendpilot 100 ETF
PTNQ
+$6.38M

Top Sells

1
+$10.8M
2
+$10.6M
3
+$6.58M
4
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$5.81M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$5.74M

Sector Composition

1 Technology 5.05%
2 Financials 2.46%
3 Industrials 2.42%
4 Consumer Discretionary 2.42%
5 Healthcare 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$16.2K ﹤0.01%
+1,000
1102
$16.1K ﹤0.01%
67
-102
1103
$16.1K ﹤0.01%
400
1104
$16.1K ﹤0.01%
109
+1
1105
$16K ﹤0.01%
85
-74
1106
$15.9K ﹤0.01%
+600
1107
$15.8K ﹤0.01%
423
+4
1108
$15.6K ﹤0.01%
419
+96
1109
$15.6K ﹤0.01%
68
+56
1110
$15.4K ﹤0.01%
505
1111
$15.4K ﹤0.01%
217
-21
1112
$15.2K ﹤0.01%
700
1113
$15.2K ﹤0.01%
201
+1
1114
$15.2K ﹤0.01%
124
1115
$15.2K ﹤0.01%
+600
1116
$15.1K ﹤0.01%
229
-912
1117
$15.1K ﹤0.01%
222
+1
1118
$15.1K ﹤0.01%
705
1119
$15K ﹤0.01%
814
-52
1120
$14.9K ﹤0.01%
347
-473
1121
$14.9K ﹤0.01%
35
1122
$14.9K ﹤0.01%
413
+4
1123
$14.8K ﹤0.01%
200
1124
$14.7K ﹤0.01%
705
1125
$14.7K ﹤0.01%
305
+2
43 44
45
46 47