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
726
$60.8K ﹤0.01%
697
+463
727
$60.5K ﹤0.01%
2,113
+1,101
728
$60.2K ﹤0.01%
496
729
$60K ﹤0.01%
104
730
$59.9K ﹤0.01%
+1,570
731
$59.9K ﹤0.01%
1,650
+407
732
$59.9K ﹤0.01%
5,663
+3,400
733
$59.5K ﹤0.01%
216
-114
734
$59.4K ﹤0.01%
1,214
735
$59.2K ﹤0.01%
1,500
736
$59K ﹤0.01%
306
737
$59K ﹤0.01%
2,589
+47
738
$58.9K ﹤0.01%
3,438
739
$58.7K ﹤0.01%
2,218
+15
740
$58.6K ﹤0.01%
1,685
-1,792
741
$58.4K ﹤0.01%
173
742
$58.3K ﹤0.01%
2,005
+8
743
$58.3K ﹤0.01%
84
+4
744
$57.8K ﹤0.01%
3,160
-738
745
$57.8K ﹤0.01%
2,011
-461
746
$57.6K ﹤0.01%
1,968
+164
747
$57.6K ﹤0.01%
575
-91
748
$57.5K ﹤0.01%
1,489
-136
749
$57.4K ﹤0.01%
1,480
+8
750
$57.3K ﹤0.01%
456
+22
28 29
30
31 32