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
1626
$1.63K ﹤0.01%
+10
1627
$1.61K ﹤0.01%
+39
1628
$1.61K ﹤0.01%
12
1629
$1.58K ﹤0.01%
16
1630
$1.57K ﹤0.01%
+45
1631
$1.57K ﹤0.01%
+12
1632
$1.55K ﹤0.01%
13
1633
$1.54K ﹤0.01%
7
1634
$1.54K ﹤0.01%
+10
1635
$1.53K ﹤0.01%
21
-11
1636
$1.5K ﹤0.01%
42
1637
$1.48K ﹤0.01%
52
1638
$1.48K ﹤0.01%
146
1639
$1.47K ﹤0.01%
105
1640
$1.47K ﹤0.01%
+6
1641
$1.46K ﹤0.01%
80
-2
1642
$1.44K ﹤0.01%
60
1643
$1.43K ﹤0.01%
+55
1644
$1.43K ﹤0.01%
+46
1645
$1.43K ﹤0.01%
+20
1646
$1.42K ﹤0.01%
+36
1647
$1.42K ﹤0.01%
18
1648
$1.41K ﹤0.01%
+136
1649
$1.4K ﹤0.01%
1,500
1650
$1.39K ﹤0.01%
18
-200
64 65
66
67 68