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
1701
$877 ﹤0.01%
+6
1702
$862 ﹤0.01%
+20
1703
$860 ﹤0.01%
12
1704
$857 ﹤0.01%
86
1705
$843 ﹤0.01%
11
1706
$827 ﹤0.01%
21
1707
$825 ﹤0.01%
33
-6
1708
$812 ﹤0.01%
52
1709
$804 ﹤0.01%
400
1710
$801 ﹤0.01%
30
-220
1711
$779 ﹤0.01%
39
1712
$760 ﹤0.01%
23
1713
$736 ﹤0.01%
17
1714
$722 ﹤0.01%
6
1715
$706 ﹤0.01%
+3
1716
$703 ﹤0.01%
50
1717
$698 ﹤0.01%
17
1718
$681 ﹤0.01%
3
1719
$673 ﹤0.01%
+32
1720
$669 ﹤0.01%
100
1721
$667 ﹤0.01%
10
1722
$666 ﹤0.01%
15
1723
$666 ﹤0.01%
16
1724
$640 ﹤0.01%
1,100
1725
$598 ﹤0.01%
7
67 68
69
70 71