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
1126
$1K ﹤0.01%
+35
1127
$1K ﹤0.01%
+33
1128
$1K ﹤0.01%
+3
1129
$1K ﹤0.01%
+5
1130
$1K ﹤0.01%
+34
1131
$1K ﹤0.01%
+200
1132
$1K ﹤0.01%
+25
1133
$1K ﹤0.01%
+45
1134
$1K ﹤0.01%
+100
1135
$1K ﹤0.01%
+110
1136
$1K ﹤0.01%
+59
1137
$1K ﹤0.01%
+86
1138
$1K ﹤0.01%
+19
1139
$1K ﹤0.01%
+50
1140
$1K ﹤0.01%
+75
1141
$1K ﹤0.01%
+19
1142
– –
0
1143
$0 ﹤0.01%
304
1144
$0 ﹤0.01%
+150
1145
$0 ﹤0.01%
+20
1146
– –
0
1147
– –
0
1148
$0 ﹤0.01%
+22
1149
$0 ﹤0.01%
3
1150
$0 ﹤0.01%
+13
44 45
46
47 48