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
651
$81K 0.01%
3,998
652
$80.9K 0.01%
2,169
+5
653
$80.9K 0.01%
3,246
+180
654
$80.7K 0.01%
2,168
+1
655
$80.4K 0.01%
436
+2
656
$80.2K 0.01%
319
-38
657
$79K 0.01%
2,900
658
$78.6K 0.01%
2,065
+396
659
$78.1K 0.01%
1,286
-49
660
$78K 0.01%
1,030
661
$77.8K 0.01%
3,247
-10,357
662
$77.7K 0.01%
2,095
+2
663
$77.5K 0.01%
657
+22
664
$76.8K 0.01%
1,952
665
$76.2K 0.01%
475
666
$75.9K 0.01%
1,790
+187
667
$75.8K 0.01%
3,094
-947
668
$75.5K 0.01%
145
+16
669
$75K 0.01%
1,006
670
$74.8K 0.01%
842
-210
671
$74.5K 0.01%
920
+3
672
$74.4K 0.01%
3,157
-354
673
$74.3K 0.01%
906
+23
674
$74.2K 0.01%
3,741
675
$74.1K 0.01%
+3,000
25 26
27
28 29