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
1126
$1K ﹤0.01%
+17
1127
$1K ﹤0.01%
+81
1128
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+9
1129
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+16
1130
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+11
1131
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+11
1132
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+12
1133
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+60
1134
$1K ﹤0.01%
+11
1135
$1K ﹤0.01%
+86
1136
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+8
1137
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1138
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+26
1139
$1K ﹤0.01%
+1,048
1140
$1K ﹤0.01%
+14
1141
$1K ﹤0.01%
+148
1142
– –
0
1143
$0 ﹤0.01%
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1144
$0 ﹤0.01%
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1145
$0 ﹤0.01%
+3
1146
– –
-100
1147
$0 ﹤0.01%
5
1148
$0 ﹤0.01%
+33
1149
$0 ﹤0.01%
1
1150
– –
0
44 45
46
47 48