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
1326
$7.46K ﹤0.01%
76
1327
$7.45K ﹤0.01%
195
1328
$7.44K ﹤0.01%
18
1329
$7.44K ﹤0.01%
184
+2
1330
$7.43K ﹤0.01%
293
-463
1331
$7.42K ﹤0.01%
200
1332
$7.41K ﹤0.01%
292
+65
1333
$7.41K ﹤0.01%
140
1334
$7.4K ﹤0.01%
642
1335
$7.37K ﹤0.01%
185
1336
$7.34K ﹤0.01%
111
-443
1337
$7.32K ﹤0.01%
183
1338
$7.29K ﹤0.01%
646
1339
$7.28K ﹤0.01%
71
1340
$7.23K ﹤0.01%
134
1341
$7.23K ﹤0.01%
+360
1342
$7.14K ﹤0.01%
274
+2
1343
$7.14K ﹤0.01%
41
1344
$7.09K ﹤0.01%
233
-638
1345
$7K ﹤0.01%
291
1346
$6.97K ﹤0.01%
2,055
1347
$6.96K ﹤0.01%
154
1348
$6.9K ﹤0.01%
29
1349
$6.88K ﹤0.01%
50
1350
$6.82K ﹤0.01%
+282
52 53
54
55 56