CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.93%
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
+$5.81M
2
+$3.83M
3
+$3.53M
4
VTV icon
Vanguard Value ETF
VTV
+$3.2M
5
AAPL icon
Apple
AAPL
+$3.1M

Top Sells

1
+$1M
2
+$763K
3
+$572K
4
FVC icon
First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
+$319K
5
ETN icon
Eaton
ETN
+$244K

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
1226
– –
0
1227
– –
0
1228
$0 ﹤0.01%
+22
1229
$0 ﹤0.01%
3
1230
$0 ﹤0.01%
+13
1231
– –
0
1232
$0 ﹤0.01%
2
1233
$0 ﹤0.01%
21
1234
$0 ﹤0.01%
+44
1235
$0 ﹤0.01%
+5
1236
$0 ﹤0.01%
+6
1237
$0 ﹤0.01%
1
1238
$0 ﹤0.01%
+2
1239
$0 ﹤0.01%
+33
1240
$0 ﹤0.01%
+5
1241
$0 ﹤0.01%
+89
1242
– –
-150
1243
– –
-9
1244
– –
-2,500
1245
– –
-372
1246
– –
-111
1247
– –
-2,456
1248
– –
-180
1249
$0 ﹤0.01%
+1
1250
$0 ﹤0.01%
3
47 48 49
50
51