CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
+$5.09M
2
+$3.49M
3
+$3.32M
4
VTV icon
Vanguard Value ETF
VTV
+$3.15M
5
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$2.72M

Top Sells

1
+$1.01M
2
+$719K
3
+$534K
4
FVC icon
First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
+$308K
5
DWPP
First Trust Dorsey Wright People's Portfolio ETF
DWPP
+$235K

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
201
$212K 0.06%
3,482
+422
202
$211K 0.06%
2,309
+1,504
203
$207K 0.06%
2,799
+793
204
$207K 0.06%
1,722
+1,158
205
$204K 0.06%
+2,448
206
$204K 0.06%
4,279
+2,339
207
$201K 0.06%
679
+480
208
$198K 0.06%
2,326
+1,088
209
$192K 0.06%
6,104
+77
210
$186K 0.06%
6,423
-12
211
$180K 0.05%
+1,047
212
$180K 0.05%
4,583
+2,642
213
$174K 0.05%
6,180
+2,862
214
$172K 0.05%
985
+566
215
$172K 0.05%
3,222
+50
216
$170K 0.05%
7,163
+4,118
217
$166K 0.05%
+2,805
218
$166K 0.05%
+742
219
$166K 0.05%
7,422
+12
220
$165K 0.05%
881
+821
221
$165K 0.05%
4,519
+2,769
222
$162K 0.05%
6,489
223
$162K 0.05%
31,737
+27,237
224
$162K 0.05%
+1,244
225
$160K 0.05%
28,776
-17,174
7 8
9
10 11