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
501
$3K ﹤0.01%
50
502
$3K ﹤0.01%
62
-141
503
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200
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504
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505
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506
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507
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508
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510
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100
511
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512
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513
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514
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71
+15
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200
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519
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520
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+34
521
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75
522
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523
$2K ﹤0.01%
60
524
$2K ﹤0.01%
45
525
$2K ﹤0.01%
+50
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