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
1051
$20.1K ﹤0.01%
854
1052
$19.9K ﹤0.01%
208
1053
$19.8K ﹤0.01%
310
-65
1054
$19.8K ﹤0.01%
+500
1055
$19.6K ﹤0.01%
308
1056
$19.6K ﹤0.01%
1,000
1057
$19.4K ﹤0.01%
67
-16
1058
$19.1K ﹤0.01%
800
1059
$19.1K ﹤0.01%
448
1060
$19.1K ﹤0.01%
800
1061
$18.9K ﹤0.01%
1,021
+980
1062
$18.8K ﹤0.01%
1,611
1063
$18.8K ﹤0.01%
1,501
1064
$18.7K ﹤0.01%
274
1065
$18.6K ﹤0.01%
1,012
+4
1066
$18.5K ﹤0.01%
1,458
-161
1067
$18.5K ﹤0.01%
490
+4
1068
$18.4K ﹤0.01%
365
-1,141
1069
$18.4K ﹤0.01%
333
-3,643
1070
$18.4K ﹤0.01%
800
1071
$18.3K ﹤0.01%
780
+8
1072
$18.3K ﹤0.01%
131
-81
1073
$18.2K ﹤0.01%
200
1074
$18.1K ﹤0.01%
+607
1075
$18.1K ﹤0.01%
+352
41 42
43
44 45