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
1126
$14.6K ﹤0.01%
138
-36
1127
$14.5K ﹤0.01%
156
+3
1128
$14.5K ﹤0.01%
390
-800
1129
$14.5K ﹤0.01%
481
+2
1130
$14.4K ﹤0.01%
100
1131
$14.2K ﹤0.01%
175
+1
1132
$14.2K ﹤0.01%
500
1133
$14K ﹤0.01%
500
1134
$14K ﹤0.01%
134
1135
$13.9K ﹤0.01%
+175
1136
$13.9K ﹤0.01%
178
1137
$13.8K ﹤0.01%
+187
1138
$13.8K ﹤0.01%
+100
1139
$13.8K ﹤0.01%
1,717
1140
$13.7K ﹤0.01%
+539
1141
$13.7K ﹤0.01%
238
+230
1142
$13.6K ﹤0.01%
696
+608
1143
$13.6K ﹤0.01%
321
-162
1144
$13.4K ﹤0.01%
164
+31
1145
$13.4K ﹤0.01%
283
+3
1146
$13.4K ﹤0.01%
1,030
+449
1147
$13.4K ﹤0.01%
150
1148
$13.4K ﹤0.01%
+142
1149
$13.3K ﹤0.01%
48
+13
1150
$13.2K ﹤0.01%
422
44 45
46
47 48