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
$1.23B
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,875
New
Increased
Reduced
Closed

Top Buys

1
+$36M
2
+$12.3M
3
+$12.1M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$8.84M
5
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$6.63M

Top Sells

1
+$11.4M
2
+$11.3M
3
+$6.46M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$6.05M
5
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$5.58M

Sector Composition

1 Technology 5.05%
2 Financials 2.47%
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
401
$242K 0.02%
4,905
+259
402
$242K 0.02%
1,736
-303
403
$241K 0.02%
4,600
-123
404
$237K 0.02%
7,388
-5,840
405
$237K 0.02%
5,581
-23
406
$236K 0.02%
7,202
-10,216
407
$235K 0.02%
1,861
-444
408
$235K 0.02%
3,262
-477
409
$234K 0.02%
1,256
-6,014
410
$233K 0.02%
11,900
-510
411
$233K 0.02%
2,518
+338
412
$232K 0.02%
1,391
-161
413
$231K 0.02%
1,657
-2
414
$230K 0.02%
3,895
+408
415
$229K 0.02%
1,411
+17
416
$228K 0.02%
4,192
+1,827
417
$228K 0.02%
12,524
+1,616
418
$228K 0.02%
7,260
+419
419
$223K 0.02%
2,305
420
$221K 0.02%
1,717
-177
421
$221K 0.02%
33,281
+467
422
$220K 0.02%
4,421
+65
423
$218K 0.02%
3,101
+950
424
$218K 0.02%
2,760
425
$218K 0.02%
1,405
-75
15 16
17
18 19