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
$184M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.02M
3
+$760K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$706K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$646K

Top Sells

1
+$682K
2
+$494K
3
+$313K
4
GLD icon
SPDR Gold Trust
GLD
+$312K
5
FNCL icon
Fidelity MSCI Financials Index ETF
FNCL
+$273K

Sector Composition

1 Financials 3.25%
2 Technology 3.11%
3 Industrials 2.89%
4 Healthcare 2.41%
5 Consumer Discretionary 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$51K 0.03%
+716
227
$50K 0.03%
201
228
$49K 0.03%
452
229
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230
$49K 0.03%
340
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231
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232
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459
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233
$48K 0.03%
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234
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235
$46K 0.03%
123
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236
$46K 0.03%
614
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237
$44K 0.02%
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238
$43K 0.02%
497
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239
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851
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240
$43K 0.02%
259
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241
$42K 0.02%
580
242
$42K 0.02%
209
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243
$41K 0.02%
306
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244
$41K 0.02%
527
245
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246
$41K 0.02%
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247
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1,900
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248
$40K 0.02%
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249
$40K 0.02%
2,097
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250
$39K 0.02%
193
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