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
1426
$4.94K ﹤0.01%
155
1427
$4.89K ﹤0.01%
3,000
+950
1428
$4.86K ﹤0.01%
+100
1429
$4.86K ﹤0.01%
211
+3
1430
$4.81K ﹤0.01%
99
1431
$4.8K ﹤0.01%
363
-88
1432
$4.8K ﹤0.01%
33
-2
1433
$4.79K ﹤0.01%
513
-51
1434
$4.75K ﹤0.01%
58
1435
$4.75K ﹤0.01%
41
+12
1436
$4.63K ﹤0.01%
18
1437
$4.58K ﹤0.01%
106
1438
$4.57K ﹤0.01%
80
+1
1439
$4.55K ﹤0.01%
165
+40
1440
$4.55K ﹤0.01%
24
+11
1441
$4.54K ﹤0.01%
75
-500
1442
$4.54K ﹤0.01%
100
1443
$4.5K ﹤0.01%
314
+29
1444
$4.49K ﹤0.01%
257
+105
1445
$4.48K ﹤0.01%
202
1446
$4.46K ﹤0.01%
129
+83
1447
$4.45K ﹤0.01%
12
-2
1448
$4.44K ﹤0.01%
140
1449
$4.44K ﹤0.01%
95
1450
$4.42K ﹤0.01%
196
-53
56 57
58
59 60