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
1276
$9.13K ﹤0.01%
168
1277
$9.1K ﹤0.01%
88
1278
$9.08K ﹤0.01%
74
1279
$9.03K ﹤0.01%
209
+58
1280
$8.99K ﹤0.01%
+500
1281
$8.85K ﹤0.01%
186
+64
1282
$8.8K ﹤0.01%
160
+70
1283
$8.76K ﹤0.01%
343
-6,971
1284
$8.73K ﹤0.01%
275
+3
1285
$8.7K ﹤0.01%
115
-26
1286
$8.7K ﹤0.01%
200
-50
1287
$8.65K ﹤0.01%
87
1288
$8.64K ﹤0.01%
47
1289
$8.63K ﹤0.01%
254
+19
1290
$8.63K ﹤0.01%
206
1291
$8.61K ﹤0.01%
133
-200
1292
$8.61K ﹤0.01%
69
1293
$8.6K ﹤0.01%
64
1294
$8.59K ﹤0.01%
75
1295
$8.55K ﹤0.01%
203
+2
1296
$8.52K ﹤0.01%
252
-21
1297
$8.51K ﹤0.01%
378
1298
$8.47K ﹤0.01%
194
+1
1299
$8.46K ﹤0.01%
74
1300
$8.38K ﹤0.01%
110
50 51
52
53 54