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CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
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
451
$187K 0.02%
1,022
-103
452
$186K 0.02%
2,598
-649
453
$185K 0.02%
1,399
454
$184K 0.02%
2,554
+1,884
455
$184K 0.02%
560
+271
456
$184K 0.02%
968
-15
457
$184K 0.01%
3,156
-249
458
$184K 0.01%
570
+1
459
$183K 0.01%
1,603
-237
460
$183K 0.01%
2,003
-209
461
$183K 0.01%
5,766
-2,291
462
$182K 0.01%
4,058
-3,181
463
$182K 0.01%
11,173
464
$181K 0.01%
1,995
-50
465
$180K 0.01%
2,435
+4
466
$179K 0.01%
811
+55
467
$178K 0.01%
4,711
-382
468
$178K 0.01%
4,252
+27
469
$176K 0.01%
3,343
-893
470
$175K 0.01%
4,663
-244
471
$175K 0.01%
5,727
+2,651
472
$174K 0.01%
5,883
-524
473
$174K 0.01%
5,139
+1,290
474
$174K 0.01%
3,026
-295
475
$174K 0.01%
2,934
-376
17 18
19
20 21