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
176
$269K 0.08%
+5,223
177
$268K 0.08%
4,180
+1,772
178
$268K 0.08%
4,802
+1,699
179
$266K 0.08%
4,810
+210
180
$263K 0.08%
6,947
+3,462
181
$262K 0.08%
1,153
+778
182
$257K 0.08%
2,816
+1,144
183
$257K 0.08%
+4,725
184
$257K 0.08%
+3,513
185
$254K 0.08%
13,838
+7,116
186
$251K 0.08%
4,584
+2,472
187
$250K 0.08%
+25,327
188
$250K 0.08%
7,592
+7,092
189
$246K 0.07%
+8,752
190
$245K 0.07%
1,277
+1,089
191
$244K 0.07%
1,233
+985
192
$242K 0.07%
18,990
+1,500
193
$238K 0.07%
2,461
+1,889
194
$236K 0.07%
11,222
+2,196
195
$234K 0.07%
2,649
+1,728
196
$234K 0.07%
1,712
+900
197
$229K 0.07%
6,319
+2,870
198
$228K 0.07%
5,093
-22,419
199
$213K 0.06%
+4,572
200
$213K 0.06%
1,526
+820
6 7
8
9 10