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
951
$30.3K ﹤0.01%
586
+5
952
$30.3K ﹤0.01%
+500
953
$30.2K ﹤0.01%
626
954
$30K ﹤0.01%
303
955
$29.9K ﹤0.01%
600
956
$29.7K ﹤0.01%
273
-101
957
$29.7K ﹤0.01%
50
958
$29.3K ﹤0.01%
+1,333
959
$29.1K ﹤0.01%
311
+5
960
$28.8K ﹤0.01%
477
961
$28.3K ﹤0.01%
118
-25
962
$28K ﹤0.01%
200
-100
963
$27.8K ﹤0.01%
845
964
$27.6K ﹤0.01%
2,000
965
$27.4K ﹤0.01%
71
+36
966
$27.4K ﹤0.01%
559
+485
967
$27.2K ﹤0.01%
65
+30
968
$27.1K ﹤0.01%
748
969
$27K ﹤0.01%
90
970
$27K ﹤0.01%
392
971
$26.9K ﹤0.01%
994
972
$26.8K ﹤0.01%
922
973
$26.7K ﹤0.01%
294
-575
974
$26.7K ﹤0.01%
157
975
$26.5K ﹤0.01%
+1,000
37 38
39
40 41