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
$330M
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,262
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$3.83M
3
+$3.53M
4
VTV icon
Vanguard Value ETF
VTV
+$3.2M
5
AAPL icon
Apple
AAPL
+$3.1M

Top Sells

1
+$1M
2
+$763K
3
+$572K
4
FVC icon
First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
+$319K
5
ETN icon
Eaton
ETN
+$244K

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
151
$319K 0.1%
3,301
+1,107
152
$319K 0.1%
1,743
+601
153
$317K 0.1%
4,330
+1,618
154
$317K 0.1%
14,294
+13,844
155
$317K 0.1%
1,074
+969
156
$316K 0.1%
13,415
+300
157
$313K 0.09%
2,645
+872
158
$310K 0.09%
8,236
+785
159
$306K 0.09%
1,671
+952
160
$306K 0.09%
12,868
+1,358
161
$306K 0.09%
+5,855
162
$302K 0.09%
+2,728
163
$300K 0.09%
10,706
+5,192
164
$293K 0.09%
+8,057
165
$291K 0.09%
5,136
-29
166
$289K 0.09%
1,652
+661
167
$288K 0.09%
5,173
+109
168
$287K 0.09%
+3,783
169
$286K 0.09%
26,562
+319
170
$286K 0.09%
3,035
+1,839
171
$286K 0.09%
+5,792
172
$278K 0.08%
1,265
+910
173
$277K 0.08%
+4,058
174
$274K 0.08%
7,897
+6,537
175
$273K 0.08%
+6,735
5 6
7
8 9