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
1176
$12.1K ﹤0.01%
340
+37
1177
$12.1K ﹤0.01%
+500
1178
$12.1K ﹤0.01%
57
1179
$12.1K ﹤0.01%
304
+161
1180
$12.1K ﹤0.01%
7
1181
$12K ﹤0.01%
84
1182
$12K ﹤0.01%
562
-441
1183
$12K ﹤0.01%
104
1184
$12K ﹤0.01%
160
+3
1185
$11.9K ﹤0.01%
374
1186
$11.9K ﹤0.01%
162
+1
1187
$11.7K ﹤0.01%
+104
1188
$11.7K ﹤0.01%
1,700
1189
$11.7K ﹤0.01%
150
1190
$11.7K ﹤0.01%
650
+50
1191
$11.6K ﹤0.01%
150
1192
$11.6K ﹤0.01%
145
+1
1193
$11.6K ﹤0.01%
819
+8
1194
$11.5K ﹤0.01%
101
+1
1195
$11.5K ﹤0.01%
51
+8
1196
$11.5K ﹤0.01%
150
-73
1197
$11.5K ﹤0.01%
173
1198
$11.5K ﹤0.01%
301
-447
1199
$11.5K ﹤0.01%
465
+2
1200
$11.4K ﹤0.01%
313
46 47
48
49 50