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
701
$67.9K 0.01%
+2,450
702
$67K 0.01%
1,350
703
$66.7K 0.01%
374
+85
704
$65.8K 0.01%
535
+320
705
$65.5K 0.01%
746
+31
706
$65.2K 0.01%
1,452
-3,317
707
$64.6K 0.01%
13
708
$64.5K 0.01%
644
-9,252
709
$64.4K 0.01%
2,394
+863
710
$64.4K 0.01%
6,414
+564
711
$64.3K 0.01%
367
+1
712
$64.2K 0.01%
2,135
713
$64.2K 0.01%
1,424
+9
714
$64K 0.01%
641
715
$64K 0.01%
20
716
$63.9K 0.01%
1,654
-86
717
$63.6K 0.01%
1,108
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718
$63.6K 0.01%
750
719
$63K 0.01%
+1,100
720
$62.4K 0.01%
135
721
$62.1K 0.01%
374
-2
722
$61.9K 0.01%
229
+49
723
$61.8K 0.01%
551
+1
724
$61.8K 0.01%
306
725
$61.7K 0.01%
1,364
+4
27 28
29
30 31