CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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 +$5.09M
2 +$3.49M
3 +$3.32M
4
VTV icon
Vanguard Value ETF
VTV
+$3.15M
5
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$2.72M

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
1176
0
1177
$0 ﹤0.01%
+15
1178
0
1179
0
1180
0
1181
-27
1182
-278
1183
$0 ﹤0.01%
+4
1184
$0 ﹤0.01%
+20
1185
-135
1186
-338
1187
$0 ﹤0.01%
+26
1188
0
1189
$0 ﹤0.01%
+30
1190
$0 ﹤0.01%
+4
1191
0
1192
0
1193
$0 ﹤0.01%
12
+2
1194
$0 ﹤0.01%
+16
1195
$0 ﹤0.01%
1
1196
$0 ﹤0.01%
+5
1197
$0 ﹤0.01%
5
1198
-40
1199
-11
1200
0