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
1451
$4.39K ﹤0.01%
38
1452
$4.38K ﹤0.01%
66
1453
$4.37K ﹤0.01%
83
1454
$4.36K ﹤0.01%
59
1455
$4.34K ﹤0.01%
465
+1
1456
$4.32K ﹤0.01%
100
1457
$4.31K ﹤0.01%
139
1458
$4.29K ﹤0.01%
35
-365
1459
$4.28K ﹤0.01%
212
-296
1460
$4.28K ﹤0.01%
32
1461
$4.27K ﹤0.01%
13
1462
$4.21K ﹤0.01%
+209
1463
$4.2K ﹤0.01%
+7
1464
$4.19K ﹤0.01%
155
1465
$4.17K ﹤0.01%
52
1466
$4.14K ﹤0.01%
950
1467
$4.14K ﹤0.01%
189
1468
$4.14K ﹤0.01%
115
1469
$4.11K ﹤0.01%
40
-300
1470
$4.1K ﹤0.01%
136
+16
1471
$4.07K ﹤0.01%
+50
1472
$4.04K ﹤0.01%
95
-11
1473
$4.02K ﹤0.01%
97
1474
$3.97K ﹤0.01%
117
-385
1475
$3.97K ﹤0.01%
144
57 58
59
60 61