CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
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
1676
$1.14K ﹤0.01%
200
1677
$1.13K ﹤0.01%
200
1678
$1.12K ﹤0.01%
+29
1679
$1.12K ﹤0.01%
10
1680
$1.11K ﹤0.01%
1
-334
1681
$1.1K ﹤0.01%
115
+1
1682
$1.09K ﹤0.01%
+25
1683
$1.08K ﹤0.01%
25
-7
1684
$1.07K ﹤0.01%
15
1685
$1.06K ﹤0.01%
500
-800
1686
$1.06K ﹤0.01%
+50
1687
$1.06K ﹤0.01%
46
1688
$1.06K ﹤0.01%
+30
1689
$1.04K ﹤0.01%
126
1690
$1.02K ﹤0.01%
27
1691
$998 ﹤0.01%
24
-10
1692
$990 ﹤0.01%
24
1693
$987 ﹤0.01%
+16
1694
$980 ﹤0.01%
+24
1695
$970 ﹤0.01%
44
1696
$955 ﹤0.01%
46
1697
$953 ﹤0.01%
375
1698
$949 ﹤0.01%
45
1699
$902 ﹤0.01%
10
1700
$878 ﹤0.01%
286
+62
66 67
68
69 70