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

Top Sells

1
+$1.01M
2
+$719K
3
+$534K
4
FVC icon
First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
+$308K
5
DWPP
First Trust Dorsey Wright People's Portfolio ETF
DWPP
+$235K

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
101
$571K 0.17%
14,273
+1,747
102
$568K 0.17%
8,374
-547
103
$556K 0.17%
7,860
+3,020
104
$550K 0.17%
23,574
+10,257
105
$548K 0.17%
12,786
+9,555
106
$545K 0.17%
17,280
+140
107
$542K 0.16%
6,789
-732
108
$531K 0.16%
8,796
+1,686
109
$525K 0.16%
7,049
+436
110
$524K 0.16%
3,874
+1,415
111
$514K 0.16%
2,878
+214
112
$510K 0.15%
3,007
+1,619
113
$506K 0.15%
3,023
+2,029
114
$505K 0.15%
3,876
+2,057
115
$500K 0.15%
9,325
+950
116
$489K 0.15%
21,429
+15,501
117
$483K 0.15%
13,854
+7,933
118
$472K 0.14%
5,564
-538
119
$470K 0.14%
1,550
+174
120
$470K 0.14%
4,212
+2,649
121
$464K 0.14%
8,657
-705
122
$454K 0.14%
9,113
-2,287
123
$454K 0.14%
3,708
+604
124
$450K 0.14%
32,172
+16,007
125
$443K 0.13%
2,212
+1,227
3 4
5
6 7