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
1351
$6.8K ﹤0.01%
172
+50
1352
$6.78K ﹤0.01%
52
-156
1353
$6.78K ﹤0.01%
104
1354
$6.73K ﹤0.01%
88
1355
$6.72K ﹤0.01%
250
1356
$6.72K ﹤0.01%
97
1357
$6.67K ﹤0.01%
1,046
1358
$6.67K ﹤0.01%
40
1359
$6.66K ﹤0.01%
82
1360
$6.6K ﹤0.01%
128
+1
1361
$6.59K ﹤0.01%
885
1362
$6.58K ﹤0.01%
78
1363
$6.54K ﹤0.01%
213
-1
1364
$6.5K ﹤0.01%
250
+78
1365
$6.46K ﹤0.01%
163
+1
1366
$6.45K ﹤0.01%
+225
1367
$6.42K ﹤0.01%
40
1368
$6.33K ﹤0.01%
1,315
1369
$6.3K ﹤0.01%
81
-147
1370
$6.3K ﹤0.01%
115
+15
1371
$6.29K ﹤0.01%
183
+35
1372
$6.28K ﹤0.01%
93
1373
$6.28K ﹤0.01%
115
+37
1374
$6.27K ﹤0.01%
9
-1
1375
$6.27K ﹤0.01%
447
+16
53 54
55
56 57