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
626
$92.2K 0.01%
311
-18
627
$91.9K 0.01%
950
+867
628
$90.9K 0.01%
690
-303
629
$90.8K 0.01%
2,522
630
$90.7K 0.01%
700
+500
631
$90.3K 0.01%
855
+84
632
$89.9K 0.01%
436
-8,418
633
$89.8K 0.01%
3,074
+24
634
$89.1K 0.01%
1,948
635
$88.4K 0.01%
957
-1
636
$87.8K 0.01%
380
637
$87.5K 0.01%
724
+1
638
$87.1K 0.01%
2,300
639
$86.8K 0.01%
560
-115
640
$86.4K 0.01%
2,250
+1,000
641
$85.9K 0.01%
2,367
-142
642
$85.7K 0.01%
1,696
-185
643
$85.4K 0.01%
+3,500
644
$85.3K 0.01%
3,306
+759
645
$83.8K 0.01%
173
+4
646
$82.1K 0.01%
10,775
+1,075
647
$81.9K 0.01%
176
+103
648
$81.4K 0.01%
17,314
+5,085
649
$81.2K 0.01%
5,772
+121
650
$81.1K 0.01%
+3,000
24 25
26
27 28