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
901
$35.7K ﹤0.01%
355
-81
902
$35.5K ﹤0.01%
+1,758
903
$35.4K ﹤0.01%
71
-70
904
$35.3K ﹤0.01%
842
905
$35.3K ﹤0.01%
354
-22
906
$35.2K ﹤0.01%
787
-73
907
$35K ﹤0.01%
406
908
$34.7K ﹤0.01%
185
909
$34.6K ﹤0.01%
264
910
$34.6K ﹤0.01%
820
+4
911
$34.5K ﹤0.01%
581
-17
912
$34.4K ﹤0.01%
900
913
$34.4K ﹤0.01%
385
-26
914
$34.2K ﹤0.01%
546
-11
915
$34.2K ﹤0.01%
547
916
$34.2K ﹤0.01%
174
917
$34.1K ﹤0.01%
288
+2
918
$33.7K ﹤0.01%
262
+148
919
$33.4K ﹤0.01%
157
-42
920
$33.3K ﹤0.01%
688
+1
921
$33.2K ﹤0.01%
431
+1
922
$33.1K ﹤0.01%
425
-47
923
$33K ﹤0.01%
1,460
-719
924
$32.5K ﹤0.01%
1,018
-421
925
$32.4K ﹤0.01%
538
-200
35 36
37
38 39