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
1726
$596 ﹤0.01%
11
1727
$595 ﹤0.01%
61
1728
$585 ﹤0.01%
65
1729
$578 ﹤0.01%
3
1730
$571 ﹤0.01%
27
1731
$564 ﹤0.01%
6
1732
$555 ﹤0.01%
26
1733
$552 ﹤0.01%
15
1734
$514 ﹤0.01%
6
-98
1735
$485 ﹤0.01%
5
1736
$467 ﹤0.01%
56
1737
$438 ﹤0.01%
200
1738
$437 ﹤0.01%
10
1739
$430 ﹤0.01%
+5
1740
$424 ﹤0.01%
5
1741
$420 ﹤0.01%
5
1742
$392 ﹤0.01%
45
+2
1743
$362 ﹤0.01%
48
1744
$359 ﹤0.01%
152
1745
$343 ﹤0.01%
23
-522
1746
$308 ﹤0.01%
13
1747
$296 ﹤0.01%
17
1748
$282 ﹤0.01%
31
1749
$281 ﹤0.01%
5
1750
$269 ﹤0.01%
98
68 69
70
71 72