CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
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
1301
$8.37K ﹤0.01%
40
1302
$8.37K ﹤0.01%
494
+8
1303
$8.33K ﹤0.01%
144
-2
1304
$8.27K ﹤0.01%
700
1305
$8.25K ﹤0.01%
17
1306
$8.16K ﹤0.01%
17
+3
1307
$8.08K ﹤0.01%
20
1308
$8.07K ﹤0.01%
214
+13
1309
$8K ﹤0.01%
533
1310
$7.96K ﹤0.01%
120
1311
$7.95K ﹤0.01%
600
1312
$7.94K ﹤0.01%
42
-3,382
1313
$7.89K ﹤0.01%
307
+6
1314
$7.87K ﹤0.01%
+196
1315
$7.86K ﹤0.01%
300
1316
$7.86K ﹤0.01%
+233
1317
$7.81K ﹤0.01%
160
+3
1318
$7.77K ﹤0.01%
50
1319
$7.76K ﹤0.01%
+181
1320
$7.74K ﹤0.01%
184
1321
$7.7K ﹤0.01%
500
+450
1322
$7.66K ﹤0.01%
666
1323
$7.57K ﹤0.01%
+299
1324
$7.54K ﹤0.01%
721
1325
$7.48K ﹤0.01%
171
-18
51 52
53
54 55