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
1576
$2.18K ﹤0.01%
+9
1577
$2.18K ﹤0.01%
26
1578
$2.17K ﹤0.01%
35
1579
$2.14K ﹤0.01%
+10
1580
$2.14K ﹤0.01%
+20
1581
$2.13K ﹤0.01%
30
-50
1582
$2.11K ﹤0.01%
+14
1583
$2.09K ﹤0.01%
+50
1584
$2.08K ﹤0.01%
19
+7
1585
$2.07K ﹤0.01%
20
1586
$2.05K ﹤0.01%
97
1587
$2.02K ﹤0.01%
+12
1588
$2.01K ﹤0.01%
35
1589
$1.99K ﹤0.01%
115
1590
$1.99K ﹤0.01%
34
+1
1591
$1.98K ﹤0.01%
100
1592
$1.98K ﹤0.01%
23
-46
1593
$1.98K ﹤0.01%
+94
1594
$1.97K ﹤0.01%
+13
1595
$1.97K ﹤0.01%
+10
1596
$1.97K ﹤0.01%
+6
1597
$1.96K ﹤0.01%
+6
1598
$1.96K ﹤0.01%
52
1599
$1.94K ﹤0.01%
+19
1600
$1.92K ﹤0.01%
85
-25
62 63
64
65 66