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
801
$48.1K ﹤0.01%
1,176
+5
802
$48K ﹤0.01%
900
803
$47.8K ﹤0.01%
1,114
-131
804
$47.4K ﹤0.01%
46
-7
805
$47.2K ﹤0.01%
+1,483
806
$47.1K ﹤0.01%
1,851
807
$47K ﹤0.01%
263
808
$46.9K ﹤0.01%
2,001
+3
809
$46.8K ﹤0.01%
5,566
810
$46.7K ﹤0.01%
876
-117
811
$46.5K ﹤0.01%
1,500
-900
812
$46.1K ﹤0.01%
256
+21
813
$46.1K ﹤0.01%
2,000
814
$45.4K ﹤0.01%
1,285
-20,576
815
$45.4K ﹤0.01%
15,270
+2,230
816
$45.2K ﹤0.01%
1,916
+136
817
$45.1K ﹤0.01%
740
+640
818
$44.9K ﹤0.01%
1,219
-3,608
819
$44.5K ﹤0.01%
633
820
$44.5K ﹤0.01%
+8,500
821
$44.3K ﹤0.01%
716
822
$43.9K ﹤0.01%
617
+6
823
$43.8K ﹤0.01%
666
824
$43.8K ﹤0.01%
508
+2
825
$43.8K ﹤0.01%
2,120
+22
31 32
33
34 35