CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$330M
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,262
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$3.49M
3
+$3.32M
4
VTV icon
Vanguard Value ETF
VTV
+$3.15M
5
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$2.72M

Top Sells

1
+$1.01M
2
+$719K
3
+$534K
4
FVC icon
First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
+$308K
5
DWPP
First Trust Dorsey Wright People's Portfolio ETF
DWPP
+$235K

Sector Composition

1 Technology 5.13%
2 Consumer Discretionary 3.82%
3 Industrials 3.11%
4 Financials 2.61%
5 Consumer Staples 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$421K 0.13%
9,417
+4,051
127
$421K 0.13%
2,179
+1,706
128
$413K 0.13%
1,709
+324
129
$410K 0.12%
41,333
+11,960
130
$408K 0.12%
2,904
+1,373
131
$407K 0.12%
3,208
+508
132
$397K 0.12%
23,547
+4,016
133
$384K 0.12%
+3,858
134
$383K 0.12%
6,334
+747
135
$383K 0.12%
3,770
+29
136
$381K 0.12%
2,615
+2,068
137
$364K 0.11%
7,531
+2,212
138
$363K 0.11%
4,613
+1,409
139
$361K 0.11%
2,297
+347
140
$361K 0.11%
1,150
+162
141
$356K 0.11%
1,875
+621
142
$346K 0.1%
10,350
+3,203
143
$343K 0.1%
5,199
+336
144
$343K 0.1%
2,027
+318
145
$340K 0.1%
+13,170
146
$338K 0.1%
9,990
+2,856
147
$338K 0.1%
2,181
+710
148
$333K 0.1%
+6,644
149
$330K 0.1%
10,719
+1,790
150
$322K 0.1%
4,470
+1,470
4 5
6
7 8