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
1226
$10.8K ﹤0.01%
261
1227
$10.8K ﹤0.01%
650
+500
1228
$10.8K ﹤0.01%
1,374
-478
1229
$10.7K ﹤0.01%
449
+376
1230
$10.6K ﹤0.01%
131
-942
1231
$10.6K ﹤0.01%
+100
1232
$10.6K ﹤0.01%
380
-3,692
1233
$10.6K ﹤0.01%
106
-18
1234
$10.6K ﹤0.01%
43
+33
1235
$10.6K ﹤0.01%
110
+1
1236
$10.5K ﹤0.01%
219
1237
$10.5K ﹤0.01%
360
1238
$10.5K ﹤0.01%
127
1239
$10.5K ﹤0.01%
331
+31
1240
$10.4K ﹤0.01%
216
1241
$10.4K ﹤0.01%
+621
1242
$10.4K ﹤0.01%
252
+1
1243
$10.4K ﹤0.01%
+400
1244
$10.3K ﹤0.01%
20
1245
$10.3K ﹤0.01%
27
1246
$10.3K ﹤0.01%
190
-43
1247
$10.2K ﹤0.01%
313
-572
1248
$10.2K ﹤0.01%
1,084
1249
$10.2K ﹤0.01%
459
-1,150
1250
$10.1K ﹤0.01%
282
-508
48 49
50
51 52