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
576
$111K 0.01%
3,247
-497
577
$110K 0.01%
840
+27
578
$110K 0.01%
1,801
-254
579
$109K 0.01%
1,087
+1,066
580
$108K 0.01%
1,036
+1
581
$108K 0.01%
659
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582
$108K 0.01%
445
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583
$108K 0.01%
611
-217
584
$108K 0.01%
3,705
+1,694
585
$107K 0.01%
12,646
+278
586
$107K 0.01%
2,024
-115
587
$107K 0.01%
2,179
-893
588
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572
589
$107K 0.01%
1,274
-278
590
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+3,900
591
$106K 0.01%
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592
$105K 0.01%
2,151
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593
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7,903
+1,754
594
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2,465
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595
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8,111
+240
596
$104K 0.01%
1,362
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597
$103K 0.01%
1,205
598
$103K 0.01%
+4,000
599
$103K 0.01%
198
600
$102K 0.01%
684
+56
22 23
24
25 26