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
1401
$5.55K ﹤0.01%
100
1402
$5.5K ﹤0.01%
250
1403
$5.49K ﹤0.01%
201
+1
1404
$5.45K ﹤0.01%
193
+3
1405
$5.42K ﹤0.01%
20
1406
$5.42K ﹤0.01%
40
1407
$5.37K ﹤0.01%
231
1408
$5.37K ﹤0.01%
31
1409
$5.36K ﹤0.01%
284
1410
$5.36K ﹤0.01%
+128
1411
$5.29K ﹤0.01%
37
-27
1412
$5.25K ﹤0.01%
461
-98
1413
$5.25K ﹤0.01%
111
+1
1414
$5.23K ﹤0.01%
+111
1415
$5.23K ﹤0.01%
122
-9
1416
$5.23K ﹤0.01%
23
+1
1417
$5.22K ﹤0.01%
45
1418
$5.2K ﹤0.01%
39
1419
$5.17K ﹤0.01%
89
+2
1420
$5.11K ﹤0.01%
400
1421
$5.1K ﹤0.01%
210
1422
$5.09K ﹤0.01%
75
1423
$5.07K ﹤0.01%
249
1424
$5.06K ﹤0.01%
206
1425
$4.99K ﹤0.01%
49
55 56
57
58 59