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
1151
$13.2K ﹤0.01%
600
1152
$13.2K ﹤0.01%
327
+1
1153
$13.2K ﹤0.01%
+296
1154
$13.1K ﹤0.01%
125
-78
1155
$13K ﹤0.01%
225
1156
$13K ﹤0.01%
39
1157
$13K ﹤0.01%
500
1158
$12.9K ﹤0.01%
115
1159
$12.9K ﹤0.01%
500
+100
1160
$12.7K ﹤0.01%
304
+2
1161
$12.7K ﹤0.01%
195
1162
$12.6K ﹤0.01%
100
1163
$12.6K ﹤0.01%
140
1164
$12.4K ﹤0.01%
100
-15
1165
$12.4K ﹤0.01%
+54
1166
$12.4K ﹤0.01%
53
+14
1167
$12.4K ﹤0.01%
424
1168
$12.4K ﹤0.01%
+69
1169
$12.4K ﹤0.01%
113
-21
1170
$12.3K ﹤0.01%
85
-44
1171
$12.3K ﹤0.01%
255
1172
$12.3K ﹤0.01%
2,363
1173
$12.2K ﹤0.01%
250
1174
$12.2K ﹤0.01%
871
+71
1175
$12.2K ﹤0.01%
+49
45 46
47
48 49