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
1026
$21.6K ﹤0.01%
133
1027
$21.5K ﹤0.01%
630
1028
$21.4K ﹤0.01%
600
1029
$21.3K ﹤0.01%
770
1030
$21.3K ﹤0.01%
338
-77
1031
$21.2K ﹤0.01%
693
1032
$21.2K ﹤0.01%
846
+11
1033
$21.1K ﹤0.01%
175
-104
1034
$21.1K ﹤0.01%
291
1035
$21K ﹤0.01%
56
+10
1036
$20.9K ﹤0.01%
111
1037
$20.9K ﹤0.01%
586
-672
1038
$20.8K ﹤0.01%
654
-290
1039
$20.7K ﹤0.01%
613
+6
1040
$20.7K ﹤0.01%
356
+1
1041
$20.6K ﹤0.01%
+810
1042
$20.5K ﹤0.01%
+381
1043
$20.4K ﹤0.01%
865
+6
1044
$20.4K ﹤0.01%
80
-6
1045
$20.3K ﹤0.01%
862
+10
1046
$20.3K ﹤0.01%
217
+17
1047
$20.2K ﹤0.01%
800
1048
$20.2K ﹤0.01%
732
1049
$20.2K ﹤0.01%
608
+3
1050
$20.1K ﹤0.01%
862
+6
40 41
42
43 44